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

Activest 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	$53.3K	Sell	867 -36	-4%	-$2.14K	0.01%	268
2026 Q1	$50.1K	Buy	903 +901	+45,050%	+$52.1K	0.01%	329
2025 Q4	$102	Hold	2	–	–	﹤0.01%	1065
2025 Q3	$99	Hold	2	–	–	﹤0.01%	1062
2025 Q2	$92	Hold	2	–	–	﹤0.01%	977
2025 Q1	$86	Hold	2	–	–	﹤0.01%	975
2024 Q4	$92	Buy	2 +1	+100%	+$56	﹤0.01%	699
2024 Q3	$35	Buy	+1	New	+$54	﹤0.01%	541
2023 Q1	–	Sell	-245	Closed	-$10K	–	429
2022 Q4	$10K	Buy	+245	New	+$10.4K	﹤0.01%	314

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

Activest Wealth Management's JEPQ Position: Q2 2026 in Review

Activest Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4% in Q2 2026, selling an estimated $2.14K and leaving 867 shares worth $53.3K. The position accounts for 0.01% of the portfolio, ranked #268.

Activest Wealth Management first reported a position in JEPQ in Q4 2022 and has held it in 9 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Activest Wealth Management held 867 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $53.3K as of Q2 2026.
Activest Wealth Management sold 36 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.14K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #268 holding.
Activest Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 9 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.