Dudley Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Dudley Capital 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	$267K	Buy	4,339 +38	+0.9%	+$2.25K	0.11%	130
2026 Q1	$239K	Sell	4,301 -40	-0.9%	-$2.31K	0.11%	117
2025 Q4	$252K	Buy	4,341 +6	+0.1%	+$349	0.11%	115
2025 Q3	$249K	Buy	4,335 +10	+0.2%	+$555	0.11%	115
2025 Q2	$235K	Sell	4,325 -50	-1%	-$2.58K	0.12%	110
2025 Q1	$227K	Buy	+4,375	New	+$244K	0.12%	114

Other funds holding JEPQ

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Dudley Capital Management's JEPQ Position: Q2 2026 in Review

Dudley Capital Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.88% in Q2 2026, buying an estimated $2.25K and bringing the position to 4,339 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #130.

Dudley Capital Management first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Dudley Capital Management held 4,339 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $267K as of Q2 2026.
Dudley Capital Management bought 38 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.25K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Dudley Capital Management's portfolio in Q2 2026, its #130 holding.
Dudley Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.