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Coquina Private Wealth LLC’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Coquina Private Wealth LLC’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 		$368K Buy
5,988
+2,027
+51% +$120K 0.25% 59
2026
Q1 		$220K Buy
+3,961
New +$229K 0.18% 87

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Coquina Private Wealth LLC's JEPQ Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 51% in Q2 2026, buying an estimated $120K and bringing the position to 5,988 shares worth $368K. The position accounts for 0.25% of the portfolio, ranked #59.

Coquina Private Wealth LLC first reported a position in JEPQ in Q1 2026 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Coquina Private Wealth LLC held 5,988 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $368K as of Q2 2026.
  • Coquina Private Wealth LLC bought 2,027 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $120K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.25% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #59 holding.
  • Coquina Private Wealth LLC first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.