EWS
JEPQ icon

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
Q2 		$14.4M Buy
239,153
+3,149
+1% +$187K 0.76% 29
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
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 22.9% 1-Year Est. Return

Evergreen Wealth Solutions's JEPQ Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.3% in Q2 2026, buying an estimated $187K and bringing the position to 239,153 shares worth $14.4M. The position accounts for 0.76% of the portfolio, ranked #29.

Evergreen Wealth Solutions first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Evergreen Wealth Solutions held 239,153 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $14.4M as of Q2 2026.
  • Evergreen Wealth Solutions bought 3,149 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $187K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.76% of Evergreen Wealth Solutions's portfolio in Q2 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 13 quarters since.
  • 1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.