Gen-Wealth Partners
JEPQ icon

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

Gen-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
Q3 		$10.4K Buy
170
+1
+0.6% +$60 ﹤0.01% 589
2026
Q2 		$10.4K Buy
169
+110
+186% +$6.53K ﹤0.01% 549
2026
Q1 		$3.28K Buy
59
+1
+2% +$58 ﹤0.01% 614
2025
Q4 		$3.34K Buy
+58
New +$3.37K ﹤0.01% 589

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Gen-Wealth Partners's JEPQ Position: Q3 2026 in Review

Gen-Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.59% in Q3 2026, buying an estimated $60 and bringing the position to 170 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Gen-Wealth Partners first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. 683 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Gen-Wealth Partners held 170 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $10.4K as of Q3 2026.
  • Gen-Wealth Partners bought 1 JPMorgan Nasdaq Equity Premium Income ETF share in Q3 2026, an estimated $60.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #589 holding.
  • Gen-Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 683 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.