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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
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 $882M AUM 42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Heritage Wealth Architects's JEPQ Position: Q2 2026 in Review

Heritage Wealth Architects held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 4,593 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #66.

Heritage Wealth Architects first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 246 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Heritage Wealth Architects held 4,593 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $274K as of Q2 2026.
  • Heritage Wealth Architects left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Heritage Wealth Architects's portfolio in Q2 2026, its #66 holding.
  • Heritage Wealth Architects first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Heritage Wealth Architects's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $282K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.