Gateway Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Gateway Wealth Partners’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	$5.03M	Sell	81,873 -65,757	-45%	-$3.9M	0.3%	90
2026 Q1	$8.2M	Buy	147,630 +93,376	+172%	+$5.4M	0.32%	88
2025 Q4	$3.15M	Buy	54,254 +41,102	+313%	+$2.39M	0.35%	74
2025 Q3	$756K	Buy	13,152 +5,553	+73%	+$308K	0.1%	199
2025 Q2	$413K	Buy	7,599 +235	+3%	+$12.1K	0.08%	230
2025 Q1	$381K	Buy	7,364 +1,977	+37%	+$110K	0.09%	219
2024 Q4	$304K	Buy	5,387 +20	+0.4%	+$1.12K	0.08%	229
2024 Q3	$295K	Buy	5,367 +1,150	+27%	+$61.7K	0.08%	215
2024 Q2	$234K	Hold	4,217	–	–	0.07%	238
2024 Q1	$229K	Buy	+4,217	New	+$220K	0.08%	209

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

Gateway Wealth Partners's JEPQ Position: Q2 2026 in Review

Gateway Wealth Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 45% in Q2 2026, selling an estimated $3.9M and leaving 81,873 shares worth $5.03M. The position accounts for 0.3% of the portfolio, ranked #90.

Gateway Wealth Partners first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.2M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Gateway Wealth Partners held 81,873 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.03M as of Q2 2026.
Gateway Wealth Partners sold 65,757 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.9M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.3% of Gateway Wealth Partners's portfolio in Q2 2026, its #90 holding.
Gateway Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
Gateway Wealth Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.2M in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.