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

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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return