Alterna Wealth Management
JEPQ icon

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

Alterna 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
Q3 		$3.05M Sell
49,718
-271
-0.5% -$16.2K 1.69% 12
2026
Q2 		$3.07M Buy
+49,989
New +$2.97M 1.76% 14

Other funds holding JEPQ

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Alterna Wealth Management's JEPQ Position: Q3 2026 in Review

Alterna Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.54% in Q3 2026, selling an estimated $16.2K and leaving 49,718 shares worth $3.05M. The position accounts for 1.69% of the portfolio, ranked #12.

Alterna Wealth Management first reported a position in JEPQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.07M in Q2 2026. 514 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Alterna Wealth Management held 49,718 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.05M as of Q3 2026.
  • Alterna Wealth Management sold 271 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $16.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.69% of Alterna Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Alterna Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Alterna Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.07M in Q2 2026.
  • 514 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.