Delos Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Delos 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 Q1	$9.77K	Sell	176 -118	-40%	-$6.82K	0.01%	184
2025 Q4	$17.1K	Hold	294	–	–	0.01%	145
2025 Q3	$16.9K	Buy	294 +176	+149%	+$9.77K	0.01%	155
2025 Q2	$6.42K	Sell	118 -3,888	-97%	-$200K	0.01%	188
2025 Q1	$207K	Buy	+4,006	New	+$223K	0.16%	52

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Delos Wealth Advisors's JEPQ Position: Q1 2026 in Review

Delos Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 40% in Q1 2026, selling an estimated $6.82K and leaving 176 shares worth $9.77K. The position accounts for 0.01% of the portfolio, ranked #184.

Delos Wealth Advisors first reported a position in JEPQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $207K in Q1 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Delos Wealth Advisors held 176 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.77K as of Q1 2026.
Delos Wealth Advisors sold 118 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $6.82K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #184 holding.
Delos Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
Delos Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $207K in Q1 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.