SP Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

SP Asset Management’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	$269K	Buy	+4,383	New	+$260K	0.02%	122

Other funds holding JEPQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

HCM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SP Asset Management's JEPQ Position: Q2 2026 in Review

SP Asset Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 4,383 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings.

577 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

SP Asset Management held 4,383 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $269K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new SP Asset Management position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of SP Asset Management's portfolio in Q2 2026, its #122 holding.
577 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.