EPW
JEPQ icon

Evolve Private Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Evolve Private Wealth’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 		$249K Sell
4,044
-901
-18% -$53.5K 0.02% 828
2026
Q1 		$275K Sell
4,945
-1,256
-20% -$72.6K 0.01% 816
2025
Q4 		$364K Buy
+6,201
New +$360K 0.02% 655

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

Evolve Private Wealth's JEPQ Position: Q2 2026 in Review

Evolve Private Wealth reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 18% in Q2 2026, selling an estimated $53.5K and leaving 4,044 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #828.

Evolve Private Wealth first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $364K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Evolve Private Wealth held 4,044 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $249K as of Q2 2026.
  • Evolve Private Wealth sold 901 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $53.5K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #828 holding.
  • Evolve Private Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $364K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.