Capstone Wealth Management Group (Oregon)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$3.32M	Buy	54,056 +541	+1%	+$32.1K	2%	15
2026 Q1	$2.97M	Buy	53,515 +431	+0.8%	+$24.9K	1.83%	18
2025 Q4	$3.09M	Buy	53,084 +3,362	+7%	+$195K	1.87%	16
2025 Q3	$2.86M	Buy	49,722 +528	+1%	+$29.3K	1.83%	16
2025 Q2	$2.68M	Sell	49,194 -6,091	-11%	-$314K	1.95%	14
2025 Q1	$2.86M	Sell	55,285 -811	-1%	-$45.2K	2.29%	13
2024 Q4	$3.16M	Buy	+56,096	New	+$3.15M	2.4%	13

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

Capstone Wealth Management Group (Oregon)'s JEPQ Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1% in Q2 2026, buying an estimated $32.1K and bringing the position to 54,056 shares worth $3.32M. The position accounts for 2% of the portfolio, ranked #15.

Capstone Wealth Management Group (Oregon) first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 54,056 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.32M as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 541 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $32.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #15 holding.
Capstone Wealth Management Group (Oregon) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.