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 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 $1.66T 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

Capstone Wealth Management Group (Oregon)'s JEPQ Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.81% in Q1 2026, buying an estimated $24.9K and bringing the position to 53,515 shares worth $2.97M. The position accounts for 1.83% of the portfolio, ranked #18.

Capstone Wealth Management Group (Oregon) first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q4 2024. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 53,515 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.97M as of Q1 2026.
Capstone Wealth Management Group (Oregon) bought 431 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $24.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.83% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #18 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 6 quarters since.
Capstone Wealth Management Group (Oregon)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.16M in Q4 2024.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.