Sulzberger Capital Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sulzberger Capital 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	$2.87M	Buy	46,754 +4,306	+10%	+$256K	2.81%	13
2026 Q1	$2.36M	Buy	42,448 +791	+2%	+$45.7K	2.41%	14
2025 Q4	$2.42M	Buy	41,657 +10,147	+32%	+$590K	2.45%	13
2025 Q3	$1.81M	Buy	31,510 +982	+3%	+$54.5K	2.02%	14
2025 Q2	$1.66M	Sell	30,528 -9,621	-24%	-$496K	1.94%	13
2025 Q1	$2.08M	Sell	40,149 -29,421	-42%	-$1.64M	2.73%	10
2024 Q4	$3.92M	Buy	+69,570	New	+$3.91M	4.43%	8

Other funds holding JEPQ

AAA

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sulzberger Capital Advisors's JEPQ Position: Q2 2026 in Review

Sulzberger Capital Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q2 2026, buying an estimated $256K and bringing the position to 46,754 shares worth $2.87M. The position accounts for 2.81% of the portfolio, ranked #13.

Sulzberger Capital Advisors first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.92M in Q4 2024. 183 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Sulzberger Capital Advisors held 46,754 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.87M as of Q2 2026.
Sulzberger Capital Advisors bought 4,306 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $256K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.81% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #13 holding.
Sulzberger Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.92M in Q4 2024.
183 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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