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

Drive 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	$2.75M	Buy	44,805 +2,409	+6%	+$143K	0.49%	37
2026 Q1	$2.35M	Buy	42,396 +6,695	+19%	+$387K	0.5%	39
2025 Q4	$2.1M	Buy	35,701 +20,506	+135%	+$1.19M	0.41%	45
2025 Q3	$874K	Sell	15,195 -18,061	-54%	-$1M	0.19%	98
2025 Q2	$1.81M	Buy	33,256 +3,940	+13%	+$203K	0.4%	58
2025 Q1	$1.52M	Buy	29,316 +3,881	+15%	+$216K	0.36%	64
2024 Q4	$1.45M	Buy	25,435 +3,698	+17%	+$208K	0.35%	54
2024 Q3	$1.19M	Buy	+21,737	New	+$1.17M	0.31%	60

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

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

Drive Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.7% in Q2 2026, buying an estimated $143K and bringing the position to 44,805 shares worth $2.75M. The position accounts for 0.49% of the portfolio, ranked #37.

Drive Wealth Management first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Drive Wealth Management held 44,805 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.75M as of Q2 2026.
Drive Wealth Management bought 2,409 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $143K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.49% of Drive Wealth Management's portfolio in Q2 2026, its #37 holding.
Drive Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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