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

Capital Advisors 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	$474K	Buy	7,714 +2,552	+49%	+$151K	0.06%	146
2026 Q1	$287K	Buy	5,162 +1	+0%	+$58	0.04%	175
2025 Q4	$300K	Buy	5,161 +1,336	+35%	+$77.6K	0.04%	170
2025 Q3	$220K	Buy	+3,825	New	+$212K	0.03%	202
2025 Q1	–	Sell	-8,261	Closed	-$466K	–	186
2024 Q4	$466K	Buy	+8,261	New	+$464K	0.08%	99

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

Capital Advisors Wealth Management's JEPQ Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 49% in Q2 2026, buying an estimated $151K and bringing the position to 7,714 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #146.

Capital Advisors Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 5 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Capital Advisors Wealth Management held 7,714 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $474K as of Q2 2026.
Capital Advisors Wealth Management bought 2,552 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $151K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #146 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.