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Beam Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Beam Wealth Advisors’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 		$3.66M Buy
59,622
+12,086
+25% +$717K 0.81% 31
2026
Q1 		$2.64M Buy
47,536
+27,424
+136% +$1.59M 0.66% 39
2025
Q4 		$1.17M Buy
20,112
+206
+1% +$12K 0.32% 62
2025
Q3 		$1.14M Buy
19,906
+382
+2% +$21.2K 0.31% 64
2025
Q2 		$1.06M Buy
19,524
+3,062
+19% +$158K 0.32% 65
2025
Q1 		$852K Sell
16,462
-832
-5% -$46.3K 0.29% 71
2024
Q4 		$975K Buy
17,294
+1,493
+9% +$83.8K 0.31% 67
2024
Q3 		$868K Buy
15,801
+322
+2% +$17.3K 0.26% 68
2024
Q2 		$859K Buy
15,479
+292
+2% +$15.7K 0.29% 63
2024
Q1 		$824K Buy
15,187
+257
+2% +$13.4K 0.49% 44
2023
Q4 		$745K Sell
14,930
-1,576
-10% -$76.1K 0.47% 44
2023
Q3 		$775K Buy
16,506
+1,131
+7% +$54.5K 0.55% 42
2023
Q2 		$744K Buy
15,375
+4,413
+40% +$204K 0.52% 38
2023
Q1 		$494K Buy
+10,962
New +$470K 0.5% 52

Other funds holding JEPQ

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
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
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Beam Wealth Advisors's JEPQ Position: Q2 2026 in Review

Beam Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 25% in Q2 2026, buying an estimated $717K and bringing the position to 59,622 shares worth $3.66M. The position accounts for 0.81% of the portfolio, ranked #31.

Beam Wealth Advisors first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 506 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Beam Wealth Advisors held 59,622 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.66M as of Q2 2026.
  • Beam Wealth Advisors bought 12,086 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $717K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.81% of Beam Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Beam Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 506 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.