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

Ulland Investment 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	$5.49M	Buy	89,366 +3,512	+4%	+$208K	4.05%	7
2026 Q1	$4.77M	Sell	85,854 -555	-0.6%	-$32.1K	4.09%	8
2025 Q4	$5.02M	Sell	86,409 -1,329	-2%	-$77.2K	4.02%	9
2025 Q3	$5.05M	Sell	87,738 -3,634	-4%	-$202K	3.8%	9
2025 Q2	$4.97M	Buy	91,372 +15,089	+20%	+$778K	3.8%	10
2025 Q1	$3.95M	Buy	76,283 +75,077	+6,225%	+$4.18M	3.3%	11
2024 Q4	$68K	Buy	+1,206	New	+$67.7K	0.04%	99

Other funds holding JEPQ

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

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

PAG

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ulland Investment Advisors's JEPQ Position: Q2 2026 in Review

Ulland Investment Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.1% in Q2 2026, buying an estimated $208K and bringing the position to 89,366 shares worth $5.49M. The position accounts for 4.05% of the portfolio, ranked #7.

Ulland Investment Advisors first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 611 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Ulland Investment Advisors held 89,366 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.49M as of Q2 2026.
Ulland Investment Advisors bought 3,512 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $208K.
JPMorgan Nasdaq Equity Premium Income ETF made up 4.05% of Ulland Investment Advisors's portfolio in Q2 2026, its #7 holding.
Ulland Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
611 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.