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 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 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

Etesian Wealth Advisors's JEPQ Position: Q1 2026 in Review

Etesian Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.7% in Q1 2026, buying an estimated $92.3K and bringing the position to 25,484 shares worth $1.41M. The position accounts for 0.45% of the portfolio, ranked #54.

Etesian Wealth Advisors first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Etesian Wealth Advisors held 25,484 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.41M as of Q1 2026.
Etesian Wealth Advisors bought 1,596 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $92.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.45% of Etesian Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Etesian Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.