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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$76.9K Buy
+1,251
New +$74.2K 0.02% 274

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AAA
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CAI
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JEPQ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 1,251 shares worth $76.9K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings.

693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,251 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $76.9K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #274 holding.
  • 693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.