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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
Q3 		$654K Sell
10,679
-573
-5% -$34.2K 0.12% 47
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

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Global Wealth Strategies & Associates's JEPQ Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.1% in Q3 2026, selling an estimated $34.2K and leaving 10,679 shares worth $654K. The position accounts for 0.12% of the portfolio, ranked #47.

Global Wealth Strategies & Associates first reported a position in JEPQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $790K in Q4 2024. 51 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Global Wealth Strategies & Associates held 10,679 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $654K as of Q3 2026.
  • Global Wealth Strategies & Associates sold 573 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $34.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #47 holding.
  • Global Wealth Strategies & Associates first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
  • Global Wealth Strategies & Associates's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $790K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.