Focus Partners Wealth
JEPQ icon

Focus Partners Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Focus Partners 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 		$35.3M Buy
574,331
+19,872
+4% +$1.18M 0.04% 390
2026
Q1 		$30.8M Buy
554,459
+107,889
+24% +$6.24M 0.03% 394
2025
Q4 		$26M Buy
446,570
+25,844
+6% +$1.5M 0.03% 427
2025
Q3 		$24.2M Buy
420,726
+38,498
+10% +$2.14M 0.04% 359
2025
Q2 		$20.8M Buy
382,228
+78,377
+26% +$4.04M 0.05% 350
2025
Q1 		$15.7M Buy
303,851
+29,676
+11% +$1.65M 0.04% 383
2024
Q4 		$15.5M Buy
274,175
+141,816
+107% +$7.96M 0.04% 368
2024
Q3 		$7.27M Sell
132,359
-66,756
-34% -$3.58M 0.02% 472
2024
Q2 		$11.1M Buy
+199,115
New +$10.7M 0.04% 365

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

Focus Partners Wealth's JEPQ Position: Q2 2026 in Review

Focus Partners Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.6% in Q2 2026, buying an estimated $1.18M and bringing the position to 574,331 shares worth $35.3M. The position accounts for 0.04% of the portfolio, ranked #390.

Focus Partners Wealth first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Focus Partners Wealth held 574,331 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $35.3M as of Q2 2026.
  • Focus Partners Wealth bought 19,872 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.18M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #390 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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