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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gen-Wealth Partners's JEPQ Position: Q2 2026 in Review

Gen-Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 186% in Q2 2026, buying an estimated $6.53K and bringing the position to 169 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Gen-Wealth Partners first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Gen-Wealth Partners held 169 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $10.4K as of Q2 2026.
  • Gen-Wealth Partners bought 110 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $6.53K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #549 holding.
  • Gen-Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.