Axxcess Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Axxcess Wealth Management’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	$3.78M	Sell	61,547 -12,558	-17%	-$745K	0.06%	277
2026 Q1	$4.11M	Sell	74,105 -14,842	-17%	-$858K	0.13%	139
2025 Q4	$5.17M	Buy	88,947 +4,047	+5%	+$235K	0.09%	206
2025 Q3	$4.88M	Buy	84,900 +9,496	+13%	+$527K	0.1%	163
2025 Q2	$4.1M	Buy	75,404 +13,084	+21%	+$674K	0.1%	170
2025 Q1	$3.23M	Sell	62,320 -1,091	-2%	-$60.8K	0.09%	186
2024 Q4	$3.58M	Buy	63,411 +18,917	+43%	+$1.06M	0.09%	171
2024 Q3	$2.44M	Sell	44,494 -7,395	-14%	-$397K	0.06%	231
2024 Q2	$2.88M	Buy	51,889 +612	+1%	+$32.9K	0.08%	196
2024 Q1	$2.78M	Buy	51,277 +5,039	+11%	+$263K	0.08%	201
2023 Q4	$2.31M	Buy	46,238 +33,912	+275%	+$1.64M	0.07%	222
2023 Q3	$578K	Buy	+12,326	New	+$594K	0.02%	438

Other funds holding JEPQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $44.6B AUM 28.94% 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

Axxcess Wealth Management's JEPQ Position: Q2 2026 in Review

Axxcess Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 17% in Q2 2026, selling an estimated $745K and leaving 61,547 shares worth $3.78M. The position accounts for 0.06% of the portfolio, ranked #277.

Axxcess Wealth Management first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.17M in Q4 2025. 562 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Axxcess Wealth Management held 61,547 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.78M as of Q2 2026.
Axxcess Wealth Management sold 12,558 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $745K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #277 holding.
Axxcess Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.17M in Q4 2025.
562 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.