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 Q3	$231K	Sell	3,774 -492	-12%	-$29.4K	0.04%	249
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

BCS Wealth Management's JEPQ Position: Q3 2026 in Review

BCS Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 12% in Q3 2026, selling an estimated $29.4K and leaving 3,774 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #249.

BCS Wealth Management first reported a position in JEPQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $913K in Q1 2025. 915 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

BCS Wealth Management held 3,774 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $231K as of Q3 2026.
BCS Wealth Management sold 492 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $29.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of BCS Wealth Management's portfolio in Q3 2026, its #249 holding.
BCS Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 7 quarters since.
BCS Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $913K in Q1 2025.
915 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.