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Bernardo Wealth Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bernardo Wealth Planning’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 		$13.7M Buy
222,110
+6,168
+3% +$366K 2.33% 16
2026
Q1 		$12M Sell
215,942
-14,143
-6% -$818K 2.35% 17
2025
Q4 		$13.4M Buy
230,085
+1,314
+0.6% +$76.3K 2.55% 15
2025
Q3 		$13.2M Buy
228,771
+85,336
+59% +$4.74M 2.58% 15
2025
Q2 		$7.8M Buy
143,435
+7,602
+6% +$392K 1.69% 18
2025
Q1 		$7.03M Buy
135,833
+5,883
+5% +$328K 1.68% 18
2024
Q4 		$7.27M Sell
129,950
-629
-0.5% -$35.3K 1.74% 18
2024
Q3 		$7.18M Sell
130,579
-102,964
-44% -$5.52M 1.74% 17
2024
Q2 		$13M Buy
233,543
+5,092
+2% +$274K 3.49% 11
2024
Q1 		$12.4M Buy
228,451
+4,786
+2% +$250K 3.45% 10
2023
Q4 		$11.2M Sell
223,665
-17,176
-7% -$829K 3.52% 9
2023
Q3 		$11.3M Buy
240,841
+14,892
+7% +$717K 4.47% 8
2023
Q2 		$10.9M Buy
225,949
+10,486
+5% +$485K 4.35% 8
2023
Q1 		$9.72M Buy
+215,463
New +$9.23M 4.17% 7

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

Bernardo Wealth Planning's JEPQ Position: Q2 2026 in Review

Bernardo Wealth Planning increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.9% in Q2 2026, buying an estimated $366K and bringing the position to 222,110 shares worth $13.7M. The position accounts for 2.33% of the portfolio, ranked #16.

Bernardo Wealth Planning first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Bernardo Wealth Planning held 222,110 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $13.7M as of Q2 2026.
  • Bernardo Wealth Planning bought 6,168 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $366K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 2.33% of Bernardo Wealth Planning's portfolio in Q2 2026, its #16 holding.
  • Bernardo Wealth Planning first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.