Belpointe Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Belpointe Asset 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	$4.4M	Buy	71,574 +3,891	+6%	+$231K	0.14%	130
2026 Q1	$3.76M	Sell	67,683 -3,731	-5%	-$216K	0.14%	135
2025 Q4	$4.15M	Buy	71,414 +17,045	+31%	+$990K	0.15%	106
2025 Q3	$3.13M	Sell	54,369 -44,230	-45%	-$2.46M	0.12%	143
2025 Q2	$5.36M	Buy	98,599 +15,023	+18%	+$774K	0.22%	78
2025 Q1	$4.33M	Buy	83,576 +33,391	+67%	+$1.86M	0.23%	85
2024 Q4	$2.71M	Sell	50,185 -210	-0.4%	-$11.8K	0.16%	127
2024 Q3	$2.77M	Buy	50,395 +1,561	+3%	+$83.7K	0.17%	123
2024 Q2	$2.71M	Buy	48,834 +24,100	+97%	+$1.3M	0.19%	103
2024 Q1	$1.34M	Buy	+24,734	New	+$1.29M	0.1%	199
2023 Q2	–	Sell	-710	Closed	-$32K	–	2005
2023 Q1	$32K	Buy	710 +635	+847%	+$27.2K	﹤0.01%	2012
2022 Q4	$3.06K	Buy	+75	New	+$3.19K	﹤0.01%	3108

Other funds holding JEPQ

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Belpointe Asset Management's JEPQ Position: Q2 2026 in Review

Belpointe Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.7% in Q2 2026, buying an estimated $231K and bringing the position to 71,574 shares worth $4.4M. The position accounts for 0.14% of the portfolio, ranked #130.

Belpointe Asset Management first reported a position in JEPQ in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.36M in Q2 2025. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Belpointe Asset Management held 71,574 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.4M as of Q2 2026.
Belpointe Asset Management bought 3,891 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $231K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Belpointe Asset Management's portfolio in Q2 2026, its #130 holding.
Belpointe Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 12 quarters since.
Belpointe Asset Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.36M in Q2 2025.
526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.