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

Golden State 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	$2.2M	Sell	35,735 -407	-1%	-$24.2K	0.2%	108
2026 Q1	$2.01M	Buy	36,142 +11,645	+48%	+$673K	0.22%	93
2025 Q4	$1.42M	Buy	24,497 +10,826	+79%	+$629K	0.15%	117
2025 Q3	$786K	Buy	13,671 +1,694	+14%	+$94K	0.09%	180
2025 Q2	$652K	Sell	11,977 -2,118	-15%	-$109K	0.08%	190
2025 Q1	$730K	Buy	14,095 +2,968	+27%	+$165K	0.11%	153
2024 Q4	$627K	Buy	+11,127	New	+$625K	0.09%	171

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 Wealth Management's JEPQ Position: Q2 2026 in Review

Golden State Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.1% in Q2 2026, selling an estimated $24.2K and leaving 35,735 shares worth $2.2M. The position accounts for 0.2% of the portfolio, ranked #108.

Golden State 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.

Golden State Wealth Management held 35,735 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.2M as of Q2 2026.
Golden State Wealth Management sold 407 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $24.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Golden State Wealth Management's portfolio in Q2 2026, its #108 holding.
Golden State 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.