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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Clarus Wealth Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 7,923 shares worth $471K. The stake represents 0.18% of the portfolio and ranks #78 among its holdings. This is a return to the name: Clarus Wealth Advisors previously reported a position in JEPQ as recently as Q4 2024.

Clarus Wealth Advisors first reported a position in JEPQ in Q1 2024 and has held it in 5 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Clarus Wealth Advisors held 7,923 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $471K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Clarus Wealth Advisors position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.18% of Clarus Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Clarus Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.