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

Geneos 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 Q1	$7.13M	Buy	128,343 +22,486	+21%	+$1.3M	0.17%	149
2025 Q4	$6.15M	Buy	105,857 +19,727	+23%	+$1.15M	0.15%	165
2025 Q3	$4.95M	Buy	86,130 +13,352	+18%	+$741K	0.13%	204
2025 Q2	$3.96M	Sell	72,778 -41,628	-36%	-$2.15M	0.1%	258
2025 Q1	$5.92M	Buy	114,406 +70,453	+160%	+$3.92M	0.09%	277
2024 Q4	$2.48M	Buy	+43,953	New	+$2.47M	0.09%	257

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Geneos Wealth Management's JEPQ Position: Q1 2026 in Review

Geneos Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 21% in Q1 2026, buying an estimated $1.3M and bringing the position to 128,343 shares worth $7.13M. The position accounts for 0.17% of the portfolio, ranked #149.

Geneos Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Geneos Wealth Management held 128,343 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.13M as of Q1 2026.
Geneos Wealth Management bought 22,486 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.3M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.17% of Geneos Wealth Management's portfolio in Q1 2026, its #149 holding.
Geneos Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.