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

Hohimer 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	$313K	Sell	5,090 -101	-2%	-$5.99K	0.03%	268
2026 Q1	$288K	Hold	5,191	–	–	0.03%	242
2025 Q4	$302K	Sell	5,191 -842	-14%	-$48.9K	0.04%	220
2025 Q3	$347K	Hold	6,033	–	–	0.05%	210
2025 Q2	$328K	Hold	6,033	–	–	0.06%	178
2025 Q1	$312K	Sell	6,033 -18	-0.3%	-$1K	0.06%	192
2024 Q4	$341K	Buy	+6,051	New	+$340K	0.06%	168

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

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

Hohimer Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.9% in Q2 2026, selling an estimated $5.99K and leaving 5,090 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #268.

Hohimer Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $347K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Hohimer Wealth Management held 5,090 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $313K as of Q2 2026.
Hohimer Wealth Management sold 101 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $5.99K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Hohimer Wealth Management's portfolio in Q2 2026, its #268 holding.
Hohimer Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Hohimer Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $347K in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.