HWA
JEPQ icon

Heritage Wealth Architects’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Heritage Wealth Architects’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
Q3 		$278K Sell
4,557
-36
-0.8% -$2.15K 0.11% 61
2026
Q2 		$274K Hold
4,593
– – 0.11% 66
2026
Q1 		$270K Sell
4,593
-168
-4% -$9.72K 0.11% 67
2025
Q4 		$282K Buy
4,761
+626
+15% +$36.4K 0.13% 66
2025
Q3 		$238K Buy
+4,135
New +$230K 0.15% 54

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Heritage Wealth Architects's JEPQ Position: Q3 2026 in Review

Heritage Wealth Architects reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.78% in Q3 2026, selling an estimated $2.15K and leaving 4,557 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #61.

Heritage Wealth Architects first reported a position in JEPQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $282K in Q4 2025. 57 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Heritage Wealth Architects held 4,557 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $278K as of Q3 2026.
  • Heritage Wealth Architects sold 36 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $2.15K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Heritage Wealth Architects's portfolio in Q3 2026, its #61 holding.
  • Heritage Wealth Architects first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $282K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.