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

Base 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 		$1.05M Buy
17,059
+2,131
+14% +$126K 0.49% 31
2026
Q1 		$829K Buy
+14,928
New +$863K 0.46% 28

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Base Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q2 2026, buying an estimated $126K and bringing the position to 17,059 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #31.

Base Wealth Management first reported a position in JEPQ in Q1 2026 and has held it in 2 quarters since. 829 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Base Wealth Management held 17,059 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.05M as of Q2 2026.
  • Base Wealth Management bought 2,131 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $126K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.49% of Base Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Base Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 829 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.