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Beck Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Beck Capital 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 		$7.02M Buy
114,224
+1,533
+1% +$91K 1.29% 28
2026
Q1 		$6.26M Sell
112,691
-4,168
-4% -$241K 1.43% 24
2025
Q4 		$6.79M Sell
116,859
-1,819
-2% -$106K 1.62% 17
2025
Q3 		$6.83M Buy
118,678
+3,882
+3% +$215K 1.57% 17
2025
Q2 		$6.24M Sell
114,796
-18,745
-14% -$966K 1.56% 20
2025
Q1 		$6.91M Buy
133,541
+19,255
+17% +$1.07M 2.03% 12
2024
Q4 		$6.44M Buy
114,286
+1,633
+1% +$91.7K 1.71% 14
2024
Q3 		$6.19M Buy
112,653
+963
+0.9% +$51.6K 1.65% 17
2024
Q2 		$6.2M Buy
111,690
+895
+0.8% +$48.1K 1.71% 16
2024
Q1 		$6.01M Sell
110,795
-1,890
-2% -$98.7K 1.73% 13
2023
Q4 		$5.63M Sell
112,685
-2,703
-2% -$130K 1.93% 12
2023
Q3 		$5.42M Buy
115,388
+1,376
+1% +$66.3K 2.09% 6
2023
Q2 		$5.51M Buy
+114,012
New +$5.27M 2.17% 6

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beck Capital Management's JEPQ Position: Q2 2026 in Review

Beck Capital Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.4% in Q2 2026, buying an estimated $91K and bringing the position to 114,224 shares worth $7.02M. The position accounts for 1.29% of the portfolio, ranked #28.

Beck Capital Management first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Beck Capital Management held 114,224 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.02M as of Q2 2026.
  • Beck Capital Management bought 1,533 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $91K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.29% of Beck Capital Management's portfolio in Q2 2026, its #28 holding.
  • Beck Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.