Evergreen Wealth Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Evergreen Wealth Solutions’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	$13.1M	Buy	236,004 +20,407	+9%	+$1.18M	0.93%	29
2025 Q4	$12.5M	Sell	215,597 -6,993	-3%	-$406K	1.75%	14
2025 Q3	$12.8M	Buy	222,590 +1,224	+0.6%	+$67.9K	7.22%	2
2025 Q2	$12M	Sell	221,366 -4,061	-2%	-$209K	7.25%	2
2025 Q1	$11.7M	Sell	225,427 -25,685	-10%	-$1.43M	7.87%	2
2024 Q4	$14.2M	Buy	251,112 +3,536	+1%	+$199K	9.87%	2
2024 Q3	$13.6M	Buy	247,576 +6,362	+3%	+$341K	9.23%	2
2024 Q2	$13.4M	Buy	241,214 +7,437	+3%	+$400K	9.5%	2
2024 Q1	$12.7M	Buy	233,777 +10,524	+5%	+$550K	9.39%	2
2023 Q4	$11.1M	Buy	223,253 +12,751	+6%	+$615K	9.53%	2
2023 Q3	$9.88M	Buy	210,502 +5,489	+3%	+$264K	9.97%	1
2023 Q2	$9.92M	Buy	+205,013	New	+$9.48M	10%	1

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 $424B AUM 22.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evergreen Wealth Solutions's JEPQ Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.5% in Q1 2026, buying an estimated $1.18M and bringing the position to 236,004 shares worth $13.1M. The position accounts for 0.93% of the portfolio, ranked #29.

Evergreen Wealth Solutions first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.2M in Q4 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Evergreen Wealth Solutions held 236,004 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $13.1M as of Q1 2026.
Evergreen Wealth Solutions bought 20,407 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.18M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.93% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #29 holding.
Evergreen Wealth Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
Evergreen Wealth Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $14.2M in Q4 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.