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

United Capital Financial 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	$15.4M	Buy	250,359 +38,247	+18%	+$2.27M	0.08%	186
2026 Q1	$11.8M	Buy	212,112 +17,206	+9%	+$995K	0.07%	215
2025 Q4	$11.3M	Buy	+194,906	New	+$11.3M	0.07%	223
2024 Q3	–	Sell	-4,685	Closed	-$260K	–	1083
2024 Q2	$260K	Sell	4,685 -2,807	-37%	-$151K	﹤0.01%	899
2024 Q1	$406K	Buy	+7,492	New	+$391K	﹤0.01%	790
2022 Q4	–	Sell	-5,139	Closed	-$214K	–	1082
2022 Q3	$214K	Buy	+5,139	New	+$241K	﹤0.01%	1000

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 22.9% 1-Year Est. Return

United Capital Financial Advisors's JEPQ Position: Q2 2026 in Review

United Capital Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 18% in Q2 2026, buying an estimated $2.27M and bringing the position to 250,359 shares worth $15.4M. The position accounts for 0.08% of the portfolio, ranked #186.

United Capital Financial Advisors first reported a position in JEPQ in Q3 2022 and has held it in 6 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

United Capital Financial Advisors held 250,359 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $15.4M as of Q2 2026.
United Capital Financial Advisors bought 38,247 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.27M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of United Capital Financial Advisors's portfolio in Q2 2026, its #186 holding.
United Capital Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 6 quarters since.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.