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 Q2	$9.66M	Buy	157,145 +28,802	+22%	+$1.71M	0.2%	119
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	Buy	72,778 +30,599	+73%	+$1.58M	0.1%	258
2025 Q1	$2.18M	Sell	42,179 -1,774	-4%	-$98.8K	0.07%	294
2024 Q4	$2.48M	Buy	+43,953	New	+$2.47M	0.09%	257

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

Geneos Wealth Management's JEPQ Position: Q2 2026 in Review

Geneos Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 22% in Q2 2026, buying an estimated $1.71M and bringing the position to 157,145 shares worth $9.66M. The position accounts for 0.2% of the portfolio, ranked #119.

Geneos Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Geneos Wealth Management held 157,145 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.66M as of Q2 2026.
Geneos Wealth Management bought 28,802 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.71M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Geneos Wealth Management's portfolio in Q2 2026, its #119 holding.
Geneos Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.