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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

4Wealth Advisors's JEPQ Position: Q2 2026 in Review

4Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1% in Q2 2026, buying an estimated $33.1K and bringing the position to 53,652 shares worth $3.26M. The position accounts for 2.5% of the portfolio, ranked #6.

4Wealth Advisors first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

4Wealth Advisors held 53,652 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.26M as of Q2 2026.
4Wealth Advisors bought 557 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $33.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.5% of 4Wealth Advisors's portfolio in Q2 2026, its #6 holding.
4Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.