Appleton Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Appleton Partners’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	$451K	Buy	7,340 +1,000	+16%	+$59.3K	0.03%	202
2026 Q1	$352K	Buy	6,340 +900	+17%	+$52K	0.02%	215
2025 Q4	$316K	Sell	5,440 -600	-10%	-$34.9K	0.02%	228
2025 Q3	$347K	Hold	6,040	–	–	0.02%	219
2025 Q2	$329K	Buy	6,040 +1,325	+28%	+$68.3K	0.02%	216
2025 Q1	$244K	Buy	4,715 +600	+15%	+$33.4K	0.02%	225
2024 Q4	$232K	Buy	+4,115	New	+$231K	0.02%	237
2024 Q3	–	Sell	-3,615	Closed	-$201K	–	257
2024 Q2	$201K	Buy	+3,615	New	+$194K	0.02%	255

Other funds holding JEPQ

AAA

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Appleton Partners's JEPQ Position: Q2 2026 in Review

Appleton Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 16% in Q2 2026, buying an estimated $59.3K and bringing the position to 7,340 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #202.

Appleton Partners first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Appleton Partners held 7,340 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $451K as of Q2 2026.
Appleton Partners bought 1,000 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $59.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #202 holding.
Appleton Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.