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 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 $1.66T 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

Ergawealth Advisors's JEPQ Position: Q1 2026 in Review

Ergawealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 29% in Q1 2026, selling an estimated $166K and leaving 6,973 shares worth $387K. The position accounts for 0.17% of the portfolio, ranked #40.

Ergawealth Advisors first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.98M in Q2 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Ergawealth Advisors held 6,973 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $387K as of Q1 2026.
Ergawealth Advisors sold 2,873 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $166K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.17% of Ergawealth Advisors's portfolio in Q1 2026, its #40 holding.
Ergawealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Ergawealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.98M in Q2 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.