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

HB 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 		$2.29M Buy
37,198
+12,628
+51% +$749K 0.01% 442
2026
Q1 		$1.36M Sell
24,570
-184
-0.7% -$10.6K 0.01% 548
2025
Q4 		$1.44M Buy
24,754
+19
+0.1% +$1.1K 0.01% 511
2025
Q3 		$1.42M Buy
24,735
+2,030
+9% +$113K 0.01% 510
2025
Q2 		$1.24M Buy
22,705
+4,089
+22% +$211K 0.01% 479
2025
Q1 		$964K Buy
+18,616
New +$1.04M 0.01% 549

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HB Wealth Management's JEPQ Position: Q2 2026 in Review

HB Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 51% in Q2 2026, buying an estimated $749K and bringing the position to 37,198 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #442.

HB Wealth Management first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • HB Wealth Management held 37,198 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.29M as of Q2 2026.
  • HB Wealth Management bought 12,628 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $749K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #442 holding.
  • HB Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.