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 Q2	$8.51M	Sell	138,516 -22,891	-14%	-$1.36M	0.37%	65
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 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

Cornerstone Wealth Management's JEPQ Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q2 2026, selling an estimated $1.36M and leaving 138,516 shares worth $8.51M. The position accounts for 0.37% of the portfolio, ranked #65.

Cornerstone Wealth Management first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.96M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Cornerstone Wealth Management held 138,516 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.51M as of Q2 2026.
Cornerstone Wealth Management sold 22,891 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.36M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.37% of Cornerstone Wealth Management's portfolio in Q2 2026, its #65 holding.
Cornerstone Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
Cornerstone Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.96M in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.