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

BCS 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	$262K	Sell	4,266 -179	-4%	-$10.6K	0.05%	238
2026 Q1	$247K	Sell	4,445 -3,324	-43%	-$192K	0.05%	227
2025 Q4	$452K	Sell	7,769 -6,468	-45%	-$376K	0.05%	234
2025 Q3	$819K	Buy	14,237 +551	+4%	+$30.6K	0.18%	105
2025 Q2	$745K	Sell	13,686 -3,937	-22%	-$203K	0.16%	127
2025 Q1	$913K	Buy	+17,623	New	+$982K	0.23%	88

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

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

BCS Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4% in Q2 2026, selling an estimated $10.6K and leaving 4,266 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #238.

BCS Wealth Management first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $913K in Q1 2025. 285 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

BCS Wealth Management held 4,266 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $262K as of Q2 2026.
BCS Wealth Management sold 179 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $10.6K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #238 holding.
BCS Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
BCS Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $913K in Q1 2025.
285 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.