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STACKSTONE WEALTH, LLC’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

STACKSTONE WEALTH, LLC’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 		$2.9M Buy
+47,293
New +$2.82M 0.29% 94

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

STACKSTONE WEALTH, LLC's JEPQ Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 47,293 shares worth $2.9M. The stake represents 0.29% of the portfolio and ranks #94 among its holdings.

243 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 47,293 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.9M as of Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.29% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #94 holding.
  • 243 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.