Van Hulzen Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Van Hulzen Asset Management’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	$448K	Buy	7,289 +340	+5%	+$20.2K	0.03%	263
2026 Q1	$386K	Buy	6,949 +317	+5%	+$18.3K	0.03%	260
2025 Q4	$385K	Buy	6,632 +16	+0.2%	+$930	0.03%	250
2025 Q3	$381K	Buy	6,616 +280	+4%	+$15.5K	0.03%	249
2025 Q2	$345K	Buy	6,336 +1,214	+24%	+$62.6K	0.03%	243
2025 Q1	$265K	Buy	5,122 +746	+17%	+$41.6K	0.02%	262
2024 Q4	$247K	Buy	+4,376	New	+$246K	0.02%	283

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

Van Hulzen Asset Management's JEPQ Position: Q2 2026 in Review

Van Hulzen Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 7,289 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #263.

Van Hulzen Asset Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Van Hulzen Asset Management held 7,289 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $448K as of Q2 2026.
Van Hulzen Asset Management bought 340 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $20.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #263 holding.
Van Hulzen Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.