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

VestGen 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	$1.94M	Buy	31,640 +312	+1%	+$18.5K	0.06%	311
2026 Q1	$1.87M	Sell	31,328 -2,059	-6%	-$119K	0.05%	315
2025 Q4	$1.94M	Sell	33,387 -3,401	-9%	-$198K	0.08%	241
2025 Q3	$2.12M	Sell	36,788 -1,607	-4%	-$89.2K	0.07%	240
2025 Q2	$2.09M	Sell	38,395 -3,244	-8%	-$167K	0.08%	213
2025 Q1	$2.16M	Buy	+41,639	New	+$2.32M	0.1%	183

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

VestGen Advisors's JEPQ Position: Q2 2026 in Review

VestGen Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1% in Q2 2026, buying an estimated $18.5K and bringing the position to 31,640 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #311.

VestGen Advisors first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.16M in Q1 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

VestGen Advisors held 31,640 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.94M as of Q2 2026.
VestGen Advisors bought 312 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $18.5K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of VestGen Advisors's portfolio in Q2 2026, its #311 holding.
VestGen Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.16M in Q1 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.