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

Clarus 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 Q3	$567K	Buy	9,285 +1,362	+17%	+$81.2K	0.21%	66
2026 Q2	$471K	Buy	+7,923	New	+$470K	0.18%	78
2025 Q1	–	Sell	-6,319	Closed	-$353K	–	121
2024 Q4	$353K	Buy	6,319 +41	+0.7%	+$2.3K	0.18%	91
2024 Q3	$340K	Buy	6,278 +1,422	+29%	+$76.3K	0.17%	94
2024 Q2	$272K	Buy	4,856 +72	+2%	+$3.87K	0.14%	100
2024 Q1	$256K	Buy	+4,784	New	+$250K	0.14%	106

Other funds holding JEPQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AAA

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Clarus Wealth Advisors's JEPQ Position: Q3 2026 in Review

Clarus Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 17% in Q3 2026, buying an estimated $81.2K and bringing the position to 9,285 shares worth $567K. The position accounts for 0.21% of the portfolio, ranked #66.

Clarus Wealth Advisors first reported a position in JEPQ in Q1 2024 and has held it in 6 quarters since. 675 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Clarus Wealth Advisors held 9,285 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $567K as of Q3 2026.
Clarus Wealth Advisors bought 1,362 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $81.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.21% of Clarus Wealth Advisors's portfolio in Q3 2026, its #66 holding.
Clarus Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 6 quarters since.
675 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

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