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

Cornerstone 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
Q1 		$8.96M Buy
161,407
+8,563
+6% +$495K 0.45% 54
2025
Q4 		$8.88M Buy
152,844
+9,344
+7% +$543K 0.46% 54
2025
Q3 		$8.25M Buy
143,500
+135,693
+1,738% +$7.53M 0.46% 53
2025
Q2 		$425K Buy
7,807
+1,109
+17% +$57.2K 0.03% 426
2025
Q1 		$347K Sell
6,698
-109
-2% -$6.07K 0.02% 443
2024
Q4 		$384K Buy
6,807
+2,708
+66% +$152K 0.03% 412
2024
Q3 		$225K Buy
+4,099
New +$220K 0.02% 521

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return