Fourth Dimension Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Fourth Dimension 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 Q1	$769K	Buy	13,850 +2,457	+22%	+$142K	0.29%	62
2025 Q4	$662K	Buy	11,393 +10,906	+2,239%	+$634K	0.24%	71
2025 Q3	$28K	Sell	487 -44	-8%	-$2.44K	0.01%	287
2025 Q2	$28.9K	Sell	531 -152	-22%	-$7.83K	0.01%	285
2025 Q1	$35.4K	Buy	683 +255	+60%	+$14.2K	0.02%	255
2024 Q4	$38.2K	Buy	+428	New	+$24K	0.02%	256

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fourth Dimension Wealth's JEPQ Position: Q1 2026 in Review

Fourth Dimension Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 22% in Q1 2026, buying an estimated $142K and bringing the position to 13,850 shares worth $769K. The position accounts for 0.29% of the portfolio, ranked #62.

Fourth Dimension Wealth first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Fourth Dimension Wealth held 13,850 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $769K as of Q1 2026.
Fourth Dimension Wealth bought 2,457 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $142K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.29% of Fourth Dimension Wealth's portfolio in Q1 2026, its #62 holding.
Fourth Dimension Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.