Atlantic Private Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Atlantic Private Wealth’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 Q1	$27.8K	Hold	500	–	–	0.02%	161
2025 Q4	$29.1K	Hold	500	–	–	0.02%	146
2025 Q3	$28.8K	Hold	500	–	–	0.02%	135
2025 Q2	$27.2K	Hold	500	–	–	0.02%	137
2025 Q1	$25.9K	Hold	500	–	–	0.02%	144
2024 Q4	$28.2K	Hold	500	–	–	0.02%	121
2024 Q3	$27.5K	Buy	+500	New	+$26.8K	0.02%	115

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlantic Private Wealth's JEPQ Position: Q1 2026 in Review

Atlantic Private Wealth held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q1 2026 at 500 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #161.

Atlantic Private Wealth first reported a position in JEPQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.1K in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Atlantic Private Wealth held 500 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $27.8K as of Q1 2026.
Atlantic Private Wealth left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #161 holding.
Atlantic Private Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
Atlantic Private Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $29.1K in Q4 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.