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

Valeo 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	$201K	Buy	+3,267	New	+$194K	﹤0.01%	767
2025 Q4	–	Sell	-4,202	Closed	-$242K	–	873
2025 Q3	$242K	Buy	+4,202	New	+$233K	0.01%	685

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 22.96% 1-Year Est. Return

Valeo Financial Advisors's JEPQ Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,267 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in JEPQ as recently as Q3 2025.

Valeo Financial Advisors first reported a position in JEPQ in Q3 2025 and has held it in 2 quarters since. The position peaked at $242K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Valeo Financial Advisors held 3,267 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $201K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Valeo Financial Advisors position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #767 holding.
Valeo Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 2 quarters since.
Valeo Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $242K in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.