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JEPQ icon

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

Tactive 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
Q3 		– Sell
-20,080
Closed -$1.23M – 310
2026
Q2 		$1.23M Buy
20,080
+206
+1% +$12.2K 0.3% 79
2026
Q1 		$1.1M Sell
19,874
-463
-2% -$26.8K 0.31% 78
2025
Q4 		$1.18M Sell
20,337
-332
-2% -$19.3K 0.35% 70
2025
Q3 		$1.19M Buy
20,669
+1,369
+7% +$76K 0.34% 75
2025
Q2 		$1.05M Buy
+19,300
New +$995K 0.34% 75

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Tactive Advisors's JEPQ Position: Q3 2026 in Review

Tactive Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026, closing a stake of 20,080 shares — an estimated $1.23M sold.

Tactive Advisors first reported a position in JEPQ in Q2 2025 and held it in 5 quarters. The position peaked at $1.23M in Q2 2026. 46 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Tactive Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2026 after selling out during the quarter.
  • Tactive Advisors sold 20,080 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $1.23M.
  • Tactive Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and held it in 5 quarters.
  • Tactive Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.23M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.