Hibernia Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Hibernia Wealth Partners’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	$2.96M	Sell	48,176 -43,134	-47%	-$2.56M	1.6%	12
2026 Q1	$5.07M	Buy	91,310 +7,305	+9%	+$422K	1.5%	13
2025 Q4	$4.88M	Buy	84,005 +42,985	+105%	+$2.5M	1.47%	13
2025 Q3	$2.36M	Sell	41,020 -17,233	-30%	-$957K	1.51%	13
2025 Q2	$3.17M	Buy	58,253 +41,889	+256%	+$2.16M	1.02%	17
2025 Q1	$847K	Sell	16,364 -2,155	-12%	-$120K	0.6%	20
2024 Q4	$1.04M	Sell	18,519 -10,619	-36%	-$596K	0.68%	21
2024 Q3	$1.6M	Buy	29,138 +8,727	+43%	+$468K	0.48%	23
2024 Q2	$1.13M	Buy	20,411 +11,447	+128%	+$615K	0.39%	28
2024 Q1	$486K	Buy	+8,964	New	+$468K	0.33%	43
2023 Q4	–	Sell	-14	Closed	-$664	–	205
2023 Q3	$664	Buy	+14	New	+$674	﹤0.01%	310

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Hibernia Wealth Partners's JEPQ Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 47% in Q2 2026, selling an estimated $2.56M and leaving 48,176 shares worth $2.96M. The position accounts for 1.6% of the portfolio, ranked #12.

Hibernia Wealth Partners first reported a position in JEPQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.07M in Q1 2026. 402 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Hibernia Wealth Partners held 48,176 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.96M as of Q2 2026.
Hibernia Wealth Partners sold 43,134 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.56M.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.6% of Hibernia Wealth Partners's portfolio in Q2 2026, its #12 holding.
Hibernia Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
Hibernia Wealth Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.07M in Q1 2026.
402 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.