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

Etesian 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 		$1.56M Sell
25,417
-67
-0.3% -$3.98K 0.46% 50
2026
Q1 		$1.41M Buy
25,484
+1,596
+7% +$92.3K 0.45% 54
2025
Q4 		$1.39M Sell
23,888
-91
-0.4% -$5.29K 0.44% 57
2025
Q3 		$1.38M Sell
23,979
-185
-0.8% -$10.3K 0.46% 55
2025
Q2 		$1.31M Buy
24,164
+6,859
+40% +$354K 0.49% 57
2025
Q1 		$896K Buy
17,305
+1,911
+12% +$106K 0.39% 68
2024
Q4 		$868K Buy
15,394
+1,196
+8% +$67.1K 0.38% 67
2024
Q3 		$780K Buy
14,198
+3,399
+31% +$182K 0.35% 78
2024
Q2 		$599K Buy
10,799
+2,705
+33% +$145K 0.34% 83
2024
Q1 		$439K Buy
8,094
+3,311
+69% +$173K 0.25% 92
2023
Q4 		$239K Buy
+4,783
New +$231K 0.14% 106

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

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

Etesian Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.26% in Q2 2026, selling an estimated $3.98K and leaving 25,417 shares worth $1.56M. The position accounts for 0.46% of the portfolio, ranked #50.

Etesian Wealth Advisors first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Etesian Wealth Advisors held 25,417 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.56M as of Q2 2026.
  • Etesian Wealth Advisors sold 67 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.98K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.46% of Etesian Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Etesian Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.