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

Barnes Wealth Management Group’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	$248K	Sell	4,031 -40	-1%	-$2.37K	0.11%	167
2026 Q1	$226K	Buy	4,071 +4	+0.1%	+$231	0.11%	173
2025 Q4	$236K	Sell	4,067 -151	-4%	-$8.77K	0.13%	155
2025 Q3	$243K	Buy	4,218 +140	+3%	+$7.77K	0.13%	148
2025 Q2	$222K	Sell	4,078 -15	-0.4%	-$773	0.13%	145
2025 Q1	$212K	Buy	+4,093	New	+$228K	0.14%	147

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

Barnes Wealth Management Group's JEPQ Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.98% in Q2 2026, selling an estimated $2.37K and leaving 4,031 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #167.

Barnes Wealth Management Group first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Barnes Wealth Management Group held 4,031 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $248K as of Q2 2026.
Barnes Wealth Management Group sold 40 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.37K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Barnes Wealth Management Group's portfolio in Q2 2026, its #167 holding.
Barnes Wealth Management Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.