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

EP 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 Q2	$2.61M	Buy	42,493 +13,252	+45%	+$786K	0.01%	516
2026 Q1	$1.62M	Sell	29,241 -5,219	-15%	-$302K	0.01%	525
2025 Q4	$2M	Buy	+34,460	New	+$2M	0.01%	448
2025 Q2	$1.94M	Buy	35,665 +1,493	+4%	+$77K	0.01%	421
2025 Q1	$1.77M	Buy	34,172 +7,411	+28%	+$413K	0.01%	388
2024 Q4	$1.51M	Buy	26,761 +4,373	+20%	+$245K	0.01%	411
2024 Q3	$1.23M	Buy	22,388 +12,380	+124%	+$664K	0.01%	450
2024 Q2	$555K	Buy	10,008 +3,700	+59%	+$199K	0.01%	511
2024 Q1	$342K	Buy	+6,308	New	+$329K	﹤0.01%	594

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

EP Wealth Advisors's JEPQ Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 45% in Q2 2026, buying an estimated $786K and bringing the position to 42,493 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #516.

EP Wealth Advisors first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

EP Wealth Advisors held 42,493 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.61M as of Q2 2026.
EP Wealth Advisors bought 13,252 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $786K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #516 holding.
EP Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.