BASWMI
JEPQ icon

B.A. Schrock Wealth Management, Inc.’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 		$3.33M Buy
+54,796
New +$3.27M 1.22% 29

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s JEPQ Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 54,796 shares worth $3.33M. The stake represents 1.22% of the portfolio and ranks #29 among its holdings.

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

  • B.A. Schrock Wealth Management, Inc. held 54,796 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.33M as of Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.22% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #29 holding.
  • 156 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.