Foster Victor Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Foster Victor Wealth Advisors’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	$1.11M	Buy	18,375 +538	+3%	+$31.9K	0.06%	133
2026 Q1	$1.04M	Buy	17,837 +3,939	+28%	+$228K	0.06%	130
2025 Q4	$819K	Sell	13,898 -1,085	-7%	-$63K	0.05%	134
2025 Q3	$858K	Buy	14,983 +4,208	+39%	+$234K	0.05%	125
2025 Q2	$585K	Buy	10,775 +100	+0.9%	+$5.16K	0.04%	133
2025 Q1	$529K	Buy	+10,675	New	+$595K	0.04%	132

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

Foster Victor Wealth Advisors's JEPQ Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3% in Q2 2026, buying an estimated $31.9K and bringing the position to 18,375 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #133.

Foster Victor Wealth Advisors first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Foster Victor Wealth Advisors held 18,375 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.11M as of Q2 2026.
Foster Victor Wealth Advisors bought 538 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $31.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Foster Victor Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.