Golden State Equity Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Golden State Equity Partners’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	$121K	Sell	1,965 -369	-16%	-$21.9K	0.33%	43
2026 Q1	$130K	Buy	+2,334	New	+$135K	0.01%	694
2025 Q2	–	Sell	-4,549	Closed	-$236K	–	459
2025 Q1	$236K	Buy	4,549 +898	+25%	+$50K	0.05%	380
2024 Q4	$206K	Buy	+3,651	New	+$205K	0.04%	411

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

Golden State Equity Partners's JEPQ Position: Q2 2026 in Review

Golden State Equity Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 16% in Q2 2026, selling an estimated $21.9K and leaving 1,965 shares worth $121K. The position accounts for 0.33% of the portfolio, ranked #43.

Golden State Equity Partners first reported a position in JEPQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $236K in Q1 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Golden State Equity Partners held 1,965 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $121K as of Q2 2026.
Golden State Equity Partners sold 369 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $21.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.33% of Golden State Equity Partners's portfolio in Q2 2026, its #43 holding.
Golden State Equity Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
Golden State Equity Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $236K in Q1 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.