VisionPoint Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

VisionPoint Advisory Group’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	$324K	Buy	5,273 +24	+0.5%	+$1.42K	0.05%	342
2026 Q1	$291K	Buy	5,249 +612	+13%	+$35.4K	0.05%	343
2025 Q4	$270K	Buy	4,637 +350	+8%	+$20.3K	0.05%	320
2025 Q3	$247K	Buy	4,287 +202	+5%	+$11.2K	0.05%	341
2025 Q2	$222K	Buy	4,085 +162	+4%	+$8.35K	0.05%	328
2025 Q1	$203K	Sell	3,923 -145	-4%	-$8.08K	0.07%	197
2024 Q4	$229K	Buy	4,068 +75	+2%	+$4.21K	0.08%	168
2024 Q3	$219K	Buy	3,993 +509	+15%	+$27.3K	0.07%	165
2024 Q2	$193K	Buy	3,484 +1,784	+105%	+$95.9K	0.07%	168
2024 Q1	$92.2K	Hold	1,700	–	–	0.03%	212
2023 Q4	$84.9K	Buy	+1,700	New	+$82.1K	0.03%	199

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

VisionPoint Advisory Group's JEPQ Position: Q2 2026 in Review

VisionPoint Advisory Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.46% in Q2 2026, buying an estimated $1.42K and bringing the position to 5,273 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #342.

VisionPoint Advisory Group first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

VisionPoint Advisory Group held 5,273 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $324K as of Q2 2026.
VisionPoint Advisory Group bought 24 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.42K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #342 holding.
VisionPoint Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
183 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.