HBW Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

HBW Advisory Services’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	$4.44M	Buy	72,197 +8,298	+13%	+$492K	0.4%	57
2026 Q1	$3.55M	Buy	63,899 +3,101	+5%	+$179K	0.37%	59
2025 Q4	$3.53M	Buy	60,798 +9,034	+17%	+$525K	0.38%	58
2025 Q3	$2.98M	Sell	51,764 -4,244	-8%	-$236K	0.34%	73
2025 Q2	$3.05M	Sell	56,008 -3,065	-5%	-$158K	0.38%	60
2025 Q1	$3.06M	Buy	59,073 +38,072	+181%	+$2.12M	0.43%	60
2024 Q4	$1.18M	Buy	21,001 +3,175	+18%	+$178K	0.12%	121
2024 Q3	$979K	Sell	17,826 -1,044	-6%	-$56K	0.14%	138
2024 Q2	$1.05M	Buy	18,870 +5,796	+44%	+$312K	0.17%	133
2024 Q1	$653K	Hold	13,074	–	–	0.12%	159
2023 Q4	$653K	Buy	13,074 +4,189	+47%	+$202K	0.12%	159
2023 Q3	$417K	Sell	8,885 -1,093	-11%	-$52.6K	0.09%	188
2023 Q2	$483K	Buy	+9,978	New	+$461K	0.1%	181

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

HBW Advisory Services's JEPQ Position: Q2 2026 in Review

HBW Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 13% in Q2 2026, buying an estimated $492K and bringing the position to 72,197 shares worth $4.44M. The position accounts for 0.4% of the portfolio, ranked #57.

HBW Advisory Services first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

HBW Advisory Services held 72,197 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.44M as of Q2 2026.
HBW Advisory Services bought 8,298 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $492K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.4% of HBW Advisory Services's portfolio in Q2 2026, its #57 holding.
HBW Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.