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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
Q3 		$670K Buy
10,943
+3,229
+42% +$193K 0.08% 130
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

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Capital Advisors Wealth Management's JEPQ Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 42% in Q3 2026, buying an estimated $193K and bringing the position to 10,943 shares worth $670K. The position accounts for 0.08% of the portfolio, ranked #130.

Capital Advisors Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Capital Advisors Wealth Management held 10,943 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $670K as of Q3 2026.
  • Capital Advisors Wealth Management bought 3,229 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $193K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Capital Advisors Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.