Beam Wealth Advisors
JEPQ icon

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
Q3 		$3.96M Buy
64,631
+5,009
+8% +$299K 0.86% 28
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Beam Wealth Advisors's JEPQ Position: Q3 2026 in Review

Beam Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.4% in Q3 2026, buying an estimated $299K and bringing the position to 64,631 shares worth $3.96M. The position accounts for 0.86% of the portfolio, ranked #28.

Beam Wealth Advisors first reported a position in JEPQ in Q1 2023 and has held it in 15 quarters since. 954 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Beam Wealth Advisors held 64,631 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.96M as of Q3 2026.
  • Beam Wealth Advisors bought 5,009 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $299K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.86% of Beam Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Beam Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
  • 954 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

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