Bauman Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bauman Advisory 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	$543K	Buy	8,832 +2,997	+51%	+$178K	0.29%	45
2026 Q1	$324K	Sell	5,835 -14,946	-72%	-$864K	0.23%	55
2025 Q4	$1.21M	Buy	+20,781	New	+$1.21M	0.97%	17

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

Bauman Advisory Group's JEPQ Position: Q2 2026 in Review

Bauman Advisory Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 51% in Q2 2026, buying an estimated $178K and bringing the position to 8,832 shares worth $543K. The position accounts for 0.29% of the portfolio, ranked #45.

Bauman Advisory Group first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Bauman Advisory Group held 8,832 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $543K as of Q2 2026.
Bauman Advisory Group bought 2,997 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $178K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.29% of Bauman Advisory Group's portfolio in Q2 2026, its #45 holding.
Bauman Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
Bauman Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.21M in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.