SJS Investment Consulting’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

SJS Investment Consulting’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	$21.9K	Hold	357	–	–	﹤0.01%	763
2026 Q1	$19.8K	Hold	357	–	–	﹤0.01%	673
2025 Q4	$20.7K	Hold	357	–	–	﹤0.01%	616
2025 Q3	$20.5K	Hold	357	–	–	﹤0.01%	520
2025 Q2	$19.4K	Sell	357 -134	-27%	-$6.91K	﹤0.01%	284
2025 Q1	$25.4K	Hold	491	–	–	﹤0.01%	259
2024 Q4	$27.7K	Hold	491	–	–	﹤0.01%	244
2024 Q3	$27K	Sell	491 -17	-3%	-$912	﹤0.01%	258
2024 Q2	$28.2K	Buy	+508	New	+$27.3K	0.01%	234

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

SJS Investment Consulting's JEPQ Position: Q2 2026 in Review

SJS Investment Consulting held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 357 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

SJS Investment Consulting first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.2K in Q2 2024. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

SJS Investment Consulting held 357 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $21.9K as of Q2 2026.
SJS Investment Consulting left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #763 holding.
SJS Investment Consulting first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
SJS Investment Consulting's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $28.2K in Q2 2024.
693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.