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

Greenwich 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 Q1	$404K	Sell	7,274 -6,132	-46%	-$355K	0.02%	216
2025 Q4	$779K	Sell	13,406 -625	-4%	-$36.3K	0.03%	169
2025 Q3	$807K	Sell	14,031 -1,017	-7%	-$56.5K	0.04%	160
2025 Q2	$819K	Sell	15,048 -981	-6%	-$50.6K	0.04%	141
2025 Q1	$830K	Sell	16,029 -12,211	-43%	-$680K	0.06%	130
2024 Q4	$1.59M	Buy	28,240 +4,791	+20%	+$269K	0.11%	95
2024 Q3	$1.29M	Buy	23,449 +232	+1%	+$12.4K	0.09%	103
2024 Q2	$1.29M	Buy	23,217 +15	+0.1%	+$806	0.09%	101
2024 Q1	$1.26M	Buy	23,202 +3,468	+18%	+$181K	0.1%	98
2023 Q4	$985K	Buy	+19,734	New	+$952K	0.1%	106

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Greenwich Wealth Management's JEPQ Position: Q1 2026 in Review

Greenwich Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 46% in Q1 2026, selling an estimated $355K and leaving 7,274 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #216.

Greenwich Wealth Management first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Greenwich Wealth Management held 7,274 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $404K as of Q1 2026.
Greenwich Wealth Management sold 6,132 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $355K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #216 holding.
Greenwich Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Greenwich Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.59M in Q4 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.