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

IHT 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 		$8.93M Buy
145,334
+20,817
+17% +$1.24M 0.19% 103
2026
Q1 		$6.91M Buy
124,517
+79,339
+176% +$4.59M 0.16% 129
2025
Q4 		$2.63M Buy
45,178
+4,669
+12% +$271K 0.06% 288
2025
Q3 		$2.33M Buy
40,509
+9,882
+32% +$549K 0.06% 301
2025
Q2 		$1.67M Buy
30,627
+4,902
+19% +$253K 0.05% 356
2025
Q1 		$1.33M Buy
25,725
+5,309
+26% +$296K 0.04% 391
2024
Q4 		$1.15M Sell
20,416
-4,992
-20% -$280K 0.04% 412
2024
Q3 		$1.39M Sell
25,408
-36,864
-59% -$1.98M 0.04% 407
2024
Q2 		$3.46M Buy
62,272
+9,032
+17% +$485K 0.13% 160
2024
Q1 		$2.89M Buy
53,240
+2,727
+5% +$142K 0.12% 181
2023
Q4 		$2.52M Buy
50,513
+12,254
+32% +$591K 0.11% 181
2023
Q3 		$1.8M Buy
38,259
+11,961
+45% +$576K 0.09% 211
2023
Q2 		$1.27M Buy
26,298
+10,767
+69% +$498K 0.07% 280
2023
Q1 		$700K Buy
+15,531
New +$665K 0.04% 402

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IHT Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 17% in Q2 2026, buying an estimated $1.24M and bringing the position to 145,334 shares worth $8.93M. The position accounts for 0.19% of the portfolio, ranked #103.

IHT Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • IHT Wealth Management held 145,334 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.93M as of Q2 2026.
  • IHT Wealth Management bought 20,817 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.24M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of IHT Wealth Management's portfolio in Q2 2026, its #103 holding.
  • IHT Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.