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

FSB Premier 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	$814K	Sell	13,247 -325	-2%	-$19.3K	0.23%	112
2026 Q1	$753K	Buy	13,572 +4,198	+45%	+$243K	0.24%	102
2025 Q4	$545K	Sell	9,374 -1,109	-11%	-$64.4K	0.17%	132
2025 Q3	$603K	Sell	10,483 -1,488	-12%	-$82.6K	0.2%	120
2025 Q2	$651K	Sell	11,971 -809	-6%	-$41.7K	0.23%	111
2025 Q1	$662K	Buy	12,780 +455	+4%	+$25.3K	0.26%	103
2024 Q4	$695K	Buy	12,325 +8,534	+225%	+$479K	0.28%	92
2024 Q3	$208K	Sell	3,791 -312	-8%	-$16.7K	0.09%	194
2024 Q2	$228K	Buy	+4,103	New	+$221K	0.1%	166

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

FSB Premier Wealth Management's JEPQ Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.4% in Q2 2026, selling an estimated $19.3K and leaving 13,247 shares worth $814K. The position accounts for 0.23% of the portfolio, ranked #112.

FSB Premier Wealth Management 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.

FSB Premier Wealth Management held 13,247 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $814K as of Q2 2026.
FSB Premier Wealth Management sold 325 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $19.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.23% of FSB Premier Wealth Management's portfolio in Q2 2026, its #112 holding.
FSB Premier Wealth Management 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 FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.