AWE
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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
Q3 		$3.62M Buy
59,034
+5,398
+10% +$322K 0.1% 135
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

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Avidian Wealth Enterprises's JEPQ Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q3 2026, buying an estimated $322K and bringing the position to 59,034 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #135.

Avidian Wealth Enterprises first reported a position in JEPQ in Q1 2023 and has held it in 11 quarters since. 34 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Avidian Wealth Enterprises held 59,034 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.62M as of Q3 2026.
  • Avidian Wealth Enterprises bought 5,398 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $322K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #135 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 11 quarters since.
  • 34 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.