Avidian Wealth Enterprises’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Avidian Wealth Enterprises’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	$3.3M	Sell	53,636 -4,062	-7%	-$241K	0.09%	146
2026 Q1	$3.2M	Buy	57,698 +8,241	+17%	+$477K	0.1%	135
2025 Q4	$2.87M	Buy	49,457 +5,588	+13%	+$325K	0.1%	104
2025 Q3	$2.52M	Buy	43,869 +4,032	+10%	+$224K	0.1%	116
2025 Q2	$2.17M	Buy	39,837 +10,450	+36%	+$539K	0.09%	124
2025 Q1	$1.52M	Buy	29,387 +9,511	+48%	+$530K	0.07%	152
2024 Q4	$1.12M	Buy	19,876 +4,400	+28%	+$247K	0.05%	171
2024 Q3	$850K	Buy	15,476 +7,503	+94%	+$402K	0.04%	211
2024 Q2	$442K	Buy	+7,973	New	+$429K	0.02%	314
2023 Q2	–	Sell	-6,559	Closed	-$296K	–	455
2023 Q1	$296K	Buy	+6,559	New	+$281K	0.02%	384

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avidian Wealth Enterprises's JEPQ Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7% in Q2 2026, selling an estimated $241K and leaving 53,636 shares worth $3.3M. The position accounts for 0.09% of the portfolio, ranked #146.

Avidian Wealth Enterprises first reported a position in JEPQ in Q1 2023 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Avidian Wealth Enterprises held 53,636 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.3M as of Q2 2026.
Avidian Wealth Enterprises sold 4,062 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $241K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #146 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.