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 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

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

Ergawealth Advisors's JEPQ Position: Q2 2026 in Review

Ergawealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 42% in Q2 2026, selling an estimated $174K and leaving 4,043 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #49.

Ergawealth Advisors first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.98M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Ergawealth Advisors held 4,043 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $248K as of Q2 2026.
Ergawealth Advisors sold 2,930 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $174K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Ergawealth Advisors's portfolio in Q2 2026, its #49 holding.
Ergawealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Ergawealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.98M in Q2 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.