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 Q3	$1.25M	Buy	20,454 +1,109	+6%	+$66.2K	0.79%	34
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 $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Aurora Private Wealth's JEPQ Position: Q3 2026 in Review

Aurora Private Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.7% in Q3 2026, buying an estimated $66.2K and bringing the position to 20,454 shares worth $1.25M. The position accounts for 0.79% of the portfolio, ranked #34.

Aurora Private Wealth first reported a position in JEPQ in Q4 2023 and has held it in 9 quarters since. 394 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Aurora Private Wealth held 20,454 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.25M as of Q3 2026.
Aurora Private Wealth bought 1,109 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $66.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.79% of Aurora Private Wealth's portfolio in Q3 2026, its #34 holding.
Aurora Private Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 9 quarters since.
394 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.