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Valley National Advisers’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Valley National Advisers’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
2023
Q4 		– Hold
0
– -$9K – 1237
2023
Q3 		– Hold
0
– – – 621

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
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

Valley National Advisers's JEPQ Position: Q2 2026 in Review

Valley National Advisers held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 411 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Valley National Advisers first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $31K in Q2 2025. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Valley National Advisers held 411 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $25.3K as of Q2 2026.
  • Valley National Advisers left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #491 holding.
  • Valley National Advisers first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Valley National Advisers's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $31K in Q2 2025.
  • 693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.