GC Wealth Management RIA’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

GC Wealth Management RIA’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	$1.05M	Hold	17,055	–	–	0.06%	219
2026 Q1	$947K	Sell	17,055 -48,391	-74%	-$2.8M	0.04%	246
2025 Q4	$3.8M	Buy	65,446 +17,052	+35%	+$991K	0.14%	105
2025 Q3	$2.78M	Buy	+48,394	New	+$2.69M	0.09%	163

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

GC Wealth Management RIA's JEPQ Position: Q2 2026 in Review

GC Wealth Management RIA held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 17,055 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #219.

GC Wealth Management RIA first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.8M in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

GC Wealth Management RIA held 17,055 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.05M as of Q2 2026.
GC Wealth Management RIA left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #219 holding.
GC Wealth Management RIA first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
GC Wealth Management RIA's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.8M in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.