United Advisor Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

United Advisor Group’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	$200K	Buy	+3,271	New	+$195K	0.02%	550

Other funds holding JEPQ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

United Advisor Group's JEPQ Position: Q3 2026 in Review

United Advisor Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 3,271 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #550 among its holdings.

954 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

United Advisor Group held 3,271 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $200K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new United Advisor Group position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #550 holding.
954 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.