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Rhodes Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Rhodes Investment Advisors’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$642K Buy
10,475
+3,870
+59% +$231K 0.45% 63
2026
Q2 		$406K Buy
6,605
+500
+8% +$29.7K 0.3% 79
2026
Q1 		$339K Buy
6,105
+475
+8% +$27.5K 0.29% 82
2025
Q4 		$327K Buy
+5,630
New +$327K 0.26% 79

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Rhodes Investment Advisors's JEPQ Position: Q3 2026 in Review

Rhodes Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 59% in Q3 2026, buying an estimated $231K and bringing the position to 10,475 shares worth $642K. The position accounts for 0.45% of the portfolio, ranked #63.

Rhodes Investment Advisors first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Rhodes Investment Advisors held 10,475 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $642K as of Q3 2026.
  • Rhodes Investment Advisors bought 3,870 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $231K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.45% of Rhodes Investment Advisors's portfolio in Q3 2026, its #63 holding.
  • Rhodes Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.