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 Q2	$1.21M	Buy	19,657 +5,807	+42%	+$345K	0.38%	55
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 $1.89T 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

Fourth Dimension Wealth's JEPQ Position: Q2 2026 in Review

Fourth Dimension Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 42% in Q2 2026, buying an estimated $345K and bringing the position to 19,657 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #55.

Fourth Dimension Wealth first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Fourth Dimension Wealth held 19,657 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.21M as of Q2 2026.
Fourth Dimension Wealth bought 5,807 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $345K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.38% of Fourth Dimension Wealth's portfolio in Q2 2026, its #55 holding.
Fourth Dimension Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.