Global Wealth Strategies & Associates’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Global Wealth Strategies & Associates’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	$692K	Buy	11,252 +799	+8%	+$47.4K	0.13%	45
2026 Q1	$580K	Buy	10,453 +398	+4%	+$23K	0.14%	38
2025 Q4	$584K	Sell	10,055 -2,616	-21%	-$152K	0.15%	32
2025 Q3	$729K	Sell	12,671 -776	-6%	-$43.1K	0.19%	31
2025 Q2	$732K	Sell	13,447 -1,169	-8%	-$60.3K	0.21%	28
2025 Q1	$757K	Buy	14,616 +604	+4%	+$33.6K	0.23%	25
2024 Q4	$790K	Buy	14,012 +13,262	+1,768%	+$744K	0.25%	27
2024 Q3	$41.2K	Hold	750	–	–	0.01%	108
2024 Q2	$41.6K	Hold	750	–	–	0.01%	97
2024 Q1	$40.7K	Buy	750 +200	+36%	+$10.4K	0.02%	98
2023 Q4	$27.5K	Buy	+550	New	+$26.5K	0.01%	106

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 Strategies & Associates's JEPQ Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.6% in Q2 2026, buying an estimated $47.4K and bringing the position to 11,252 shares worth $692K. The position accounts for 0.13% of the portfolio, ranked #45.

Global Wealth Strategies & Associates first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $790K in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Global Wealth Strategies & Associates held 11,252 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $692K as of Q2 2026.
Global Wealth Strategies & Associates bought 799 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $47.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.13% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #45 holding.
Global Wealth Strategies & Associates first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Global Wealth Strategies & Associates's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $790K in Q4 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.