Sterling Investment Advisors (Pennsylvania)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$1.41M	Buy	23,001 +2,045	+10%	+$121K	0.24%	93
2026 Q1	$1.16M	Sell	20,956 -653	-3%	-$37.8K	0.21%	91
2025 Q4	$1.26M	Buy	21,609 +8	+0%	+$465	0.23%	90
2025 Q3	$1.24M	Sell	21,601 -1,393	-6%	-$77.3K	0.24%	86
2025 Q2	$1.25M	Buy	22,994 +3,128	+16%	+$161K	0.27%	85
2025 Q1	$1.03M	Buy	19,866 +13,595	+217%	+$757K	0.25%	91
2024 Q4	$354K	Buy	+6,271	New	+$352K	0.09%	122

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

Sterling Investment Advisors (Pennsylvania)'s JEPQ Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.8% in Q2 2026, buying an estimated $121K and bringing the position to 23,001 shares worth $1.41M. The position accounts for 0.24% of the portfolio, ranked #93.

Sterling Investment Advisors (Pennsylvania) first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 23,001 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.41M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) bought 2,045 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $121K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.24% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #93 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.