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

Centurion 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	$13.7M	Buy	223,407 +1,931	+0.9%	+$115K	3.3%	3
2026 Q2	$13.6M	Sell	221,476 -44,337	-17%	-$2.63M	3.25%	3
2026 Q1	$14.8M	Buy	265,813 +13,911	+6%	+$805K	3.33%	2
2025 Q4	$14.6M	Buy	251,902 +5,977	+2%	+$347K	3.21%	5
2025 Q3	$14.1M	Buy	245,925 +12,295	+5%	+$682K	3.22%	5
2025 Q2	$12.7M	Buy	233,630 +41,082	+21%	+$2.12M	3.64%	5
2025 Q1	$10.9M	Hold	192,548	–	–	3.4%	6
2024 Q4	$10.9M	Buy	192,548 +5,741	+3%	+$322K	3.4%	6
2024 Q3	$10.3M	Buy	+186,807	New	+$10M	3.27%	7

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Centurion Wealth Management's JEPQ Position: Q3 2026 in Review

Centurion Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.87% in Q3 2026, buying an estimated $115K and bringing the position to 223,407 shares worth $13.7M. The position accounts for 3.3% of the portfolio, ranked #3.

Centurion Wealth Management first reported a position in JEPQ in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.8M in Q1 2026. 377 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Centurion Wealth Management held 223,407 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $13.7M as of Q3 2026.
Centurion Wealth Management bought 1,931 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $115K.
JPMorgan Nasdaq Equity Premium Income ETF made up 3.3% of Centurion Wealth Management's portfolio in Q3 2026, its #3 holding.
Centurion Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 9 quarters since.
Centurion Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $14.8M in Q1 2026.
377 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

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