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

Aurora 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 Q2	$1.19M	Buy	19,345 +6,036	+45%	+$358K	0.75%	35
2026 Q1	$774K	Hold	13,309	–	–	0.55%	44
2025 Q4	$774K	Buy	+13,309	New	+$773K	0.51%	51
2025 Q1	–	Sell	-3,930	Closed	-$222K	–	161
2024 Q4	$222K	Buy	3,930 +30	+0.8%	+$1.68K	0.17%	137
2024 Q3	$214K	Sell	3,900 -1,356	-26%	-$72.7K	0.17%	142
2024 Q2	$292K	Buy	5,256 +189	+4%	+$10.2K	0.26%	101
2024 Q1	$273K	Buy	5,067 +108	+2%	+$5.64K	0.24%	112
2023 Q4	$248K	Buy	+4,959	New	+$239K	0.23%	119

Other funds holding JEPQ

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Aurora Private Wealth's JEPQ Position: Q2 2026 in Review

Aurora Private Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 45% in Q2 2026, buying an estimated $358K and bringing the position to 19,345 shares worth $1.19M. The position accounts for 0.75% of the portfolio, ranked #35.

Aurora Private Wealth first reported a position in JEPQ in Q4 2023 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Aurora Private Wealth held 19,345 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.19M as of Q2 2026.
Aurora Private Wealth bought 6,036 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $358K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.75% of Aurora Private Wealth's portfolio in Q2 2026, its #35 holding.
Aurora Private Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 8 quarters since.
417 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.