Bridgewealth Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bridgewealth Advisory Group’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 Q1	$950K	Sell	17,118 -1,575	-8%	-$91.1K	0.2%	54
2025 Q4	$1.09M	Sell	18,693 -19,411	-51%	-$1.13M	0.24%	55
2025 Q3	$2.19M	Buy	38,104 +3,374	+10%	+$187K	0.51%	33
2025 Q2	$1.89M	Buy	34,730 +27,333	+370%	+$1.41M	0.48%	34
2025 Q1	$383K	Sell	7,397 -24,238	-77%	-$1.35M	0.5%	41
2024 Q4	$1.84M	Buy	31,635 +2,023	+7%	+$114K	0.52%	35
2024 Q3	$1.63M	Buy	29,612 +4,448	+18%	+$239K	0.59%	34
2024 Q2	$1.4M	Buy	25,164 +6,990	+38%	+$376K	0.62%	31
2024 Q1	$986K	Buy	18,174 +11,847	+187%	+$619K	0.48%	34
2023 Q4	$316K	Buy	+6,327	New	+$305K	0.24%	52

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bridgewealth Advisory Group's JEPQ Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.4% in Q1 2026, selling an estimated $91.1K and leaving 17,118 shares worth $950K. The position accounts for 0.2% of the portfolio, ranked #54.

Bridgewealth Advisory Group first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.19M in Q3 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Bridgewealth Advisory Group held 17,118 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $950K as of Q1 2026.
Bridgewealth Advisory Group sold 1,575 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $91.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #54 holding.
Bridgewealth Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Bridgewealth Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.19M in Q3 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.