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Bogart Wealth LLC’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bogart Wealth LLC’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 		$576K Buy
9,371
+7,040
+302% +$418K 0.02% 175
2026
Q1 		$129K Buy
2,331
+2,129
+1,054% +$123K 0.01% 327
2025
Q4 		$11.7K Buy
+202
New +$11.7K ﹤0.01% 832

Other funds holding JEPQ

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
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

Bogart Wealth LLC's JEPQ Position: Q2 2026 in Review

Bogart Wealth LLC increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 302% in Q2 2026, buying an estimated $418K and bringing the position to 9,371 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #175.

Bogart Wealth LLC first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Bogart Wealth LLC held 9,371 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $576K as of Q2 2026.
  • Bogart Wealth LLC bought 7,040 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $418K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #175 holding.
  • Bogart Wealth LLC first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.