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

Clarity Wealth Advisors’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	$3.16M	Buy	51,418 +1,895	+4%	+$112K	0.56%	33
2026 Q1	$2.75M	Buy	49,523 +6,985	+16%	+$404K	0.57%	33
2025 Q4	$2.47M	Buy	42,538 +710	+2%	+$41.3K	0.5%	36
2025 Q3	$2.41M	Buy	41,828 +2,916	+7%	+$162K	0.53%	35
2025 Q2	$2.12M	Buy	38,912 +3,727	+11%	+$192K	0.52%	35
2025 Q1	$1.82M	Buy	35,185 +1,149	+3%	+$64K	0.51%	35
2024 Q4	$1.92M	Buy	34,036 +772	+2%	+$43.3K	0.52%	35
2024 Q3	$1.83M	Buy	33,264 +1,718	+5%	+$92.1K	0.53%	35
2024 Q2	$1.75M	Buy	31,546 +948	+3%	+$51K	0.57%	35
2024 Q1	$1.66M	Buy	30,598 +3,359	+12%	+$175K	0.56%	36
2023 Q4	$1.36M	Buy	27,239 +5,459	+25%	+$263K	0.51%	36
2023 Q3	$1.02M	Buy	21,780 +10	+0%	+$482	0.46%	35
2023 Q2	$1.05M	Buy	21,770 +10,000	+85%	+$462K	0.47%	35
2023 Q1	$531K	Buy	+11,770	New	+$504K	0.27%	42

Other funds holding JEPQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Clarity Wealth Advisors's JEPQ Position: Q2 2026 in Review

Clarity Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.8% in Q2 2026, buying an estimated $112K and bringing the position to 51,418 shares worth $3.16M. The position accounts for 0.56% of the portfolio, ranked #33.

Clarity Wealth Advisors first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Clarity Wealth Advisors held 51,418 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.16M as of Q2 2026.
Clarity Wealth Advisors bought 1,895 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $112K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.56% of Clarity Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Clarity Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.