4Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

4Wealth 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 Q3	$3.46M	Buy	56,572 +2,920	+5%	+$174K	2.39%	7
2026 Q2	$3.26M	Buy	53,652 +557	+1%	+$33.1K	2.5%	6
2026 Q1	$2.85M	Sell	53,095 -205	-0.4%	-$11.9K	2.44%	7
2025 Q4	$3.1M	Buy	53,300 +256	+0.5%	+$14.9K	2.64%	4
2025 Q3	$3.05M	Buy	53,044 +5,181	+11%	+$288K	2.73%	5
2025 Q2	$2.6M	Buy	47,863 +400	+0.8%	+$20.6K	2.64%	6
2025 Q1	$2.46M	Buy	47,463 +3,497	+8%	+$195K	2.68%	7
2024 Q4	$2.48M	Buy	+43,966	New	+$2.47M	2.48%	6

Other funds holding JEPQ

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 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

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

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

4Wealth Advisors's JEPQ Position: Q3 2026 in Review

4Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.4% in Q3 2026, buying an estimated $174K and bringing the position to 56,572 shares worth $3.46M. The position accounts for 2.39% of the portfolio, ranked #7.

4Wealth Advisors first reported a position in JEPQ in Q4 2024 and has held it in 8 quarters since. 484 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

4Wealth Advisors held 56,572 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.46M as of Q3 2026.
4Wealth Advisors bought 2,920 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $174K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.39% of 4Wealth Advisors's portfolio in Q3 2026, its #7 holding.
4Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
484 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.