Signature Estate & Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Signature Estate & 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 Q2	$32M	Sell	520,036 -47,885	-8%	-$2.84M	0.58%	36
2026 Q1	$31.5M	Sell	567,921 -21,519	-4%	-$1.24M	0.64%	34
2025 Q4	$34.3M	Buy	589,440 +5,278	+0.9%	+$307K	0.69%	28
2025 Q3	$33.6M	Sell	584,162 -1,071	-0.2%	-$59.4K	0.72%	30
2025 Q2	$31.8M	Buy	585,233 +99,882	+21%	+$5.15M	0.73%	30
2025 Q1	$25.1M	Sell	485,351 -10,341	-2%	-$576K	0.66%	30
2024 Q4	$27.9M	Sell	495,692 -25,854	-5%	-$1.45M	0.7%	27
2024 Q3	$28.6M	Buy	521,546 +122,446	+31%	+$6.57M	0.66%	32
2024 Q2	$22.2M	Buy	399,100 +393,674	+7,255%	+$21.2M	0.55%	33
2024 Q1	$294K	Buy	+5,426	New	+$283K	0.01%	142

Other funds holding JEPQ

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Signature Estate & Investment Advisors's JEPQ Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.4% in Q2 2026, selling an estimated $2.84M and leaving 520,036 shares worth $32M. The position accounts for 0.58% of the portfolio, ranked #36.

Signature Estate & Investment Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.3M in Q4 2025. 783 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Signature Estate & Investment Advisors held 520,036 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $32M as of Q2 2026.
Signature Estate & Investment Advisors sold 47,885 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.84M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.58% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #36 holding.
Signature Estate & Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
Signature Estate & Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $34.3M in Q4 2025.
783 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.