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

Clay Northam 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 Q2	$885K	Hold	14,405	–	–	0.44%	43
2026 Q1	$800K	Sell	14,405 -110	-0.8%	-$6.36K	0.45%	39
2025 Q4	$844K	Buy	14,515 +3	+0%	+$174	0.47%	37
2025 Q3	$835K	Buy	14,512 +3	+0%	+$167	0.48%	37
2025 Q2	$789K	Sell	14,509 -47	-0.3%	-$2.42K	0.5%	33
2025 Q1	$754K	Buy	+14,556	New	+$811K	0.53%	34

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clay Northam Wealth Management's JEPQ Position: Q2 2026 in Review

Clay Northam Wealth Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 14,405 shares worth $885K. The position accounts for 0.44% of the portfolio, ranked #43.

Clay Northam Wealth Management first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Clay Northam Wealth Management held 14,405 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $885K as of Q2 2026.
Clay Northam Wealth Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.44% of Clay Northam Wealth Management's portfolio in Q2 2026, its #43 holding.
Clay Northam Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.