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

World Investment 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	$5.01M	Sell	89,883 -1,709	-2%	-$101K	0.08%	262
2026 Q1	$5.09M	Buy	91,592 +5,799	+7%	+$335K	0.08%	260
2025 Q4	$4.99M	Buy	85,793 +24,531	+40%	+$1.43M	0.08%	265
2025 Q3	$3.52M	Buy	61,262 +46,223	+307%	+$2.57M	0.07%	287
2025 Q2	$818K	Sell	15,039 -1,670	-10%	-$86.1K	0.02%	571
2025 Q1	$865K	Buy	16,709 +3,792	+29%	+$211K	0.02%	546
2024 Q4	$728K	Buy	12,917 +4,226	+49%	+$237K	0.02%	556
2024 Q3	$477K	Buy	+8,691	New	+$466K	0.02%	602

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

World Investment Advisors's JEPQ Position: Q2 2026 in Review

World Investment Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.9% in Q2 2026, selling an estimated $101K and leaving 89,883 shares worth $5.01M. The position accounts for 0.08% of the portfolio, ranked #262.

World Investment Advisors first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.09M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

World Investment Advisors held 89,883 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.01M as of Q2 2026.
World Investment Advisors sold 1,709 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $101K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of World Investment Advisors's portfolio in Q2 2026, its #262 holding.
World Investment Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.09M in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.