Foguth Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Foguth Wealth Management’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	$450K	Sell	7,677 -1,408	-15%	-$83.6K	0.05%	133
2026 Q1	$556K	Sell	9,085 -85,735	-90%	-$4.96M	0.06%	111
2025 Q4	$5.51M	Buy	+94,820	New	+$5.51M	0.85%	40
2025 Q2	$4.96M	Buy	91,126 +38,341	+73%	+$1.98M	1.06%	32
2025 Q1	$2.73M	Buy	52,785 +20,229	+62%	+$1.13M	0.66%	33
2024 Q4	$1.89M	Buy	+32,556	New	+$1.83M	0.5%	47

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foguth Wealth Management's JEPQ Position: Q2 2026 in Review

Foguth Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 15% in Q2 2026, selling an estimated $83.6K and leaving 7,677 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #133.

Foguth Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.51M in Q4 2025. 1,027 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Foguth Wealth Management held 7,677 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $450K as of Q2 2026.
Foguth Wealth Management sold 1,408 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $83.6K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Foguth Wealth Management's portfolio in Q2 2026, its #133 holding.
Foguth Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Foguth Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.51M in Q4 2025.
1,027 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.