Global Wealth Management Investment Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Global Wealth Management Investment Advisory’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	$1.31M	Buy	21,238 +711	+3%	+$42.2K	0.19%	89
2026 Q1	$1.14M	Buy	20,527 +1,745	+9%	+$101K	0.18%	92
2025 Q4	$1.09M	Buy	18,782 +6,196	+49%	+$360K	0.17%	98
2025 Q3	$724K	Buy	12,586 +68	+0.5%	+$3.77K	0.12%	115
2025 Q2	$681K	Sell	12,518 -1,572	-11%	-$81K	0.13%	113
2025 Q1	$730K	Buy	+14,090	New	+$785K	0.15%	109

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

Global Wealth Management Investment Advisory's JEPQ Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.5% in Q2 2026, buying an estimated $42.2K and bringing the position to 21,238 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #89.

Global Wealth Management Investment Advisory first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Global Wealth Management Investment Advisory held 21,238 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.31M as of Q2 2026.
Global Wealth Management Investment Advisory bought 711 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $42.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #89 holding.
Global Wealth Management Investment Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.