Sequoia Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sequoia Financial 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 Q2	$562K	Buy	9,139 +50	+0.6%	+$2.97K	﹤0.01%	1273
2026 Q1	$505K	Sell	9,089 -66	-0.7%	-$3.82K	﹤0.01%	1267
2025 Q4	$532K	Buy	9,155 +2,911	+47%	+$169K	﹤0.01%	1253
2025 Q3	$359K	Buy	6,244 +1,224	+24%	+$67.9K	﹤0.01%	1305
2025 Q2	$273K	Sell	5,020 -8,335	-62%	-$430K	﹤0.01%	1311
2025 Q1	$692K	Buy	13,355 +6,701	+101%	+$373K	0.01%	744
2024 Q4	$375K	Hold	6,654	–	–	﹤0.01%	925
2024 Q3	$366K	Sell	6,654 -3,839	-37%	-$206K	﹤0.01%	885
2024 Q2	$582K	Sell	10,493 -2,790	-21%	-$150K	0.01%	638
2024 Q1	$720K	Buy	+13,283	New	+$694K	0.01%	576

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sequoia Financial Advisors's JEPQ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.55% in Q2 2026, buying an estimated $2.97K and bringing the position to 9,139 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Sequoia Financial Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $720K in Q1 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Sequoia Financial Advisors held 9,139 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $562K as of Q2 2026.
Sequoia Financial Advisors bought 50 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.97K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1273 holding.
Sequoia Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $720K in Q1 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.