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Endeavor Private Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Endeavor Private Wealth’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 		$290K Buy
+4,725
New +$280K 0.07% 183
2026
Q1 		– Sell
-3,668
Closed -$215K – 211
2025
Q4 		$215K Buy
3,668
+68
+2% +$3.95K 0.06% 194
2025
Q3 		$207K Buy
+3,600
New +$200K 0.06% 187

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Endeavor Private Wealth's JEPQ Position: Q2 2026 in Review

Endeavor Private Wealth opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 4,725 shares worth $290K. The stake represents 0.07% of the portfolio and ranks #183 among its holdings. This is a return to the name: Endeavor Private Wealth previously reported a position in JEPQ as recently as Q4 2025.

Endeavor Private Wealth first reported a position in JEPQ in Q3 2025 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Endeavor Private Wealth held 4,725 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $290K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Endeavor Private Wealth position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Endeavor Private Wealth's portfolio in Q2 2026, its #183 holding.
  • Endeavor Private Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.