B. Riley Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

B. Riley Wealth Advisors’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	$765K	Buy	12,603 +7,175	+132%	+$426K	0.04%	365
2026 Q1	$292K	Sell	5,428 -10,651	-66%	-$616K	0.02%	596
2025 Q4	$935K	Buy	16,079 +1,241	+8%	+$72.1K	0.04%	360
2025 Q3	$853K	Sell	14,838 -1,256	-8%	-$69.7K	0.04%	377
2025 Q2	$875K	Buy	+16,094	New	+$830K	0.04%	383
2024 Q4	$10.3M	Sell	181,891 -49,915	-22%	-$2.8M	0.34%	61
2024 Q3	$12.6M	Buy	231,806 +17,704	+8%	+$950K	0.35%	57
2024 Q2	$11.9M	Buy	214,102 +206,738	+2,807%	+$11.1M	0.3%	65
2024 Q1	$346K	Sell	7,364 -65,340	-90%	-$3.41M	0.01%	975
2023 Q4	$3.63M	Buy	72,704 +65,340	+887%	+$3.15M	0.1%	220
2023 Q3	$346K	Buy	7,364 +1,072	+17%	+$51.6K	0.01%	975
2023 Q2	$304K	Buy	+6,292	New	+$291K	0.01%	1114

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

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

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

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

B. Riley Wealth Advisors's JEPQ Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 132% in Q2 2026, buying an estimated $426K and bringing the position to 12,603 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #365.

B. Riley Wealth Advisors first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q3 2024. 281 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

B. Riley Wealth Advisors held 12,603 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $765K as of Q2 2026.
B. Riley Wealth Advisors bought 7,175 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $426K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #365 holding.
B. Riley Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
B. Riley Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $12.6M in Q3 2024.
281 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.