Birchcreek Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Birchcreek Wealth 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	$368K	Buy	5,980 +910	+18%	+$54K	0.14%	99
2026 Q1	$281K	Hold	5,070	–	–	0.14%	95
2025 Q4	$295K	Sell	5,070 -1,500	-23%	-$87.2K	0.14%	91
2025 Q3	$378K	Hold	6,570	–	–	0.2%	80
2025 Q2	$357K	Buy	6,570 +20	+0.3%	+$1.03K	0.2%	80
2025 Q1	$339K	Sell	6,550 -1,384	-17%	-$77.1K	0.21%	86
2024 Q4	$447K	Hold	7,934	–	–	0.28%	72
2024 Q3	$436K	Hold	7,934	–	–	0.29%	71
2024 Q2	$440K	Hold	7,934	–	–	0.25%	84
2024 Q1	$430K	Hold	7,934	–	–	0.23%	93
2023 Q4	$396K	Hold	7,934	–	–	0.24%	90
2023 Q3	$372K	Hold	7,934	–	–	0.25%	91
2023 Q2	$384K	Buy	+7,934	New	+$367K	0.27%	89

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Birchcreek Wealth Management's JEPQ Position: Q2 2026 in Review

Birchcreek Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 18% in Q2 2026, buying an estimated $54K and bringing the position to 5,980 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #99.

Birchcreek Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $447K in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Birchcreek Wealth Management held 5,980 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $368K as of Q2 2026.
Birchcreek Wealth Management bought 910 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $54K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Birchcreek Wealth Management's portfolio in Q2 2026, its #99 holding.
Birchcreek Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Birchcreek Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $447K in Q4 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.