Beacon Capital Management Inc (Ohio)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Beacon Capital Management Inc (Ohio)’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	–	Hold	0	–	–	–	117
2026 Q1	–	Sell	-1	Closed	-$58	–	124
2025 Q4	$20	Buy	+1	New	+$58	﹤0.01%	130
2025 Q3	–	Sell	-1	Closed	-$56	–	142
2025 Q2	$18	Buy	+1	New	+$52	﹤0.01%	113

Other funds holding JEPQ

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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

Beacon Capital Management Inc (Ohio)'s JEPQ Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 0 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #117.

Beacon Capital Management Inc (Ohio) first reported a position in JEPQ in Q2 2025 and has held it in 2 quarters since. The position peaked at $20 in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 0 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $23 as of Q2 2026.
Beacon Capital Management Inc (Ohio) left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #117 holding.
Beacon Capital Management Inc (Ohio) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 2 quarters since.
Beacon Capital Management Inc (Ohio)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $20 in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.