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

Arkadios Wealth 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 		$6.47M Sell
105,238
-53,734
-34% -$3.19M 0.1% 221
2026
Q1 		$8.83M Buy
158,972
+66,076
+71% +$3.82M 0.14% 168
2025
Q4 		$5.4M Buy
92,896
+13,468
+17% +$783K 0.1% 207
2025
Q3 		$4.57M Buy
79,428
+6,759
+9% +$375K 0.11% 203
2025
Q2 		$3.95M Buy
72,669
+15,386
+27% +$793K 0.12% 199
2025
Q1 		$2.97M Buy
57,283
+8,086
+16% +$450K 0.11% 214
2024
Q4 		$2.77M Buy
49,197
+7,265
+17% +$408K 0.15% 136
2024
Q3 		$2.3M Buy
41,932
+1,581
+4% +$84.8K 0.13% 162
2024
Q2 		$2.24M Buy
40,351
+35,386
+713% +$1.9M 0.15% 149
2024
Q1 		$269K Buy
+4,965
New +$259K 0.02% 572

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 34% in Q2 2026, selling an estimated $3.19M and leaving 105,238 shares worth $6.47M. The position accounts for 0.1% of the portfolio, ranked #221.

Arkadios Wealth Advisors first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.83M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Arkadios Wealth Advisors held 105,238 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.47M as of Q2 2026.
  • Arkadios Wealth Advisors sold 53,734 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.19M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • Arkadios Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Arkadios Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.83M in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.