21 West Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

21 West Wealth 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	$5.32M	Sell	86,508 -1,899	-2%	-$113K	4.54%	4
2026 Q1	$4.91M	Sell	88,407 -8,649	-9%	-$500K	4.56%	4
2025 Q4	$5.64M	Sell	97,056 -2,328	-2%	-$135K	5.16%	4
2025 Q3	$5.72M	Buy	99,384 +1,618	+2%	+$89.8K	5.42%	4
2025 Q2	$5.32M	Buy	+97,766	New	+$5.04M	5.37%	4

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

21 West Wealth Management's JEPQ Position: Q2 2026 in Review

21 West Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.1% in Q2 2026, selling an estimated $113K and leaving 86,508 shares worth $5.32M. The position accounts for 4.54% of the portfolio, ranked #4.

21 West Wealth Management first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.72M in Q3 2025. 215 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

21 West Wealth Management held 86,508 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.32M as of Q2 2026.
21 West Wealth Management sold 1,899 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $113K.
JPMorgan Nasdaq Equity Premium Income ETF made up 4.54% of 21 West Wealth Management's portfolio in Q2 2026, its #4 holding.
21 West Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
21 West Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.72M in Q3 2025.
215 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.