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

Eagle Bluffs 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	$6.01M	Sell	108,206 -119	-0.1%	-$6.88K	2.34%	11
2025 Q4	$6.36M	Sell	108,325 -1,368	-1%	-$79.5K	2.58%	10
2025 Q3	$6.31M	Buy	109,693 +2,220	+2%	+$123K	2.72%	8
2025 Q2	$5.85M	Buy	107,473 +3,172	+3%	+$164K	2.78%	7
2025 Q1	$5.4M	Sell	104,301 -4,534	-4%	-$253K	2.85%	7
2024 Q4	$6.19M	Sell	108,835 -4,234	-4%	-$238K	3.32%	8
2024 Q3	$6.21M	Buy	113,069 +7,568	+7%	+$406K	3.34%	8
2024 Q2	$5.86M	Buy	105,501 +5,643	+6%	+$303K	3.41%	8
2024 Q1	$5.42M	Buy	99,858 +5,934	+6%	+$310K	3.36%	7
2023 Q4	$4.73M	Buy	93,924 +17,423	+23%	+$841K	3.22%	6
2023 Q3	$3.59M	Sell	76,501 -6,545	-8%	-$315K	2.76%	7
2023 Q2	$4.02M	Buy	83,046 +1,687	+2%	+$78K	3.1%	8
2023 Q1	$3.67M	Buy	81,359 +14,842	+22%	+$636K	3.01%	7
2022 Q4	$2.71M	Buy	+66,517	New	+$2.83M	2.85%	8

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

Eagle Bluffs Wealth Management's JEPQ Position: Q1 2026 in Review

Eagle Bluffs Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.11% in Q1 2026, selling an estimated $6.88K and leaving 108,206 shares worth $6.01M. The position accounts for 2.34% of the portfolio, ranked #11.

Eagle Bluffs Wealth Management first reported a position in JEPQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.36M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Eagle Bluffs Wealth Management held 108,206 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.01M as of Q1 2026.
Eagle Bluffs Wealth Management sold 119 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $6.88K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.34% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #11 holding.
Eagle Bluffs Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
Eagle Bluffs Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.36M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.