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

Ergawealth 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 Q3	$252K	Buy	4,106 +63	+2%	+$3.76K	0.1%	45
2026 Q2	$248K	Sell	4,043 -2,930	-42%	-$174K	0.1%	49
2026 Q1	$387K	Sell	6,973 -2,873	-29%	-$166K	0.17%	40
2025 Q4	$572K	Sell	9,846 -23,606	-71%	-$1.37M	0.26%	30
2025 Q3	$1.92M	Sell	33,452 -58,078	-63%	-$3.22M	0.9%	20
2025 Q2	$4.98M	Buy	91,530 +6,710	+8%	+$346K	2.24%	14
2025 Q1	$4.39M	Buy	84,820 +12,173	+17%	+$678K	2.18%	15
2024 Q4	$4.1M	Buy	72,647 +9,729	+15%	+$546K	2.02%	15
2024 Q3	$3.46M	Buy	62,918 +14,413	+30%	+$773K	1.71%	16
2024 Q2	$2.69M	Buy	+48,505	New	+$2.61M	1.47%	16

Other funds holding JEPQ

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Ergawealth Advisors's JEPQ Position: Q3 2026 in Review

Ergawealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.6% in Q3 2026, buying an estimated $3.76K and bringing the position to 4,106 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #45.

Ergawealth Advisors first reported a position in JEPQ in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.98M in Q2 2025. 597 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Ergawealth Advisors held 4,106 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $252K as of Q3 2026.
Ergawealth Advisors bought 63 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $3.76K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Ergawealth Advisors's portfolio in Q3 2026, its #45 holding.
Ergawealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 10 quarters since.
Ergawealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.98M in Q2 2025.
597 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.