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 Q3	$382K	Buy	6,235 +962	+18%	+$57.4K	0.06%	292
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 $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VisionPoint Advisory Group's JEPQ Position: Q3 2026 in Review

VisionPoint Advisory Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 18% in Q3 2026, buying an estimated $57.4K and bringing the position to 6,235 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #292.

VisionPoint Advisory Group first reported a position in JEPQ in Q4 2023 and has held it in 12 quarters since. 362 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

VisionPoint Advisory Group held 6,235 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $382K as of Q3 2026.
VisionPoint Advisory Group bought 962 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $57.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #292 holding.
VisionPoint Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.