Innovative Wealth Building’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Innovative Wealth Building’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	$748K	Buy	12,206 +380	+3%	+$22.7K	0.41%	38
2026 Q2	$727K	Buy	11,826 +196	+2%	+$11.6K	0.42%	39
2026 Q1	$646K	Sell	11,630 -1,749	-13%	-$101K	0.45%	35
2025 Q4	$778K	Sell	13,379 -1,876	-12%	-$109K	0.57%	29
2025 Q3	$877K	Sell	15,255 -281	-2%	-$15.6K	0.68%	25
2025 Q2	$845K	Buy	15,536 +3,075	+25%	+$159K	0.7%	26
2025 Q1	$645K	Buy	12,461 +3,902	+46%	+$217K	0.59%	31
2024 Q4	$483K	Buy	+8,559	New	+$480K	0.44%	34

Other funds holding JEPQ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Innovative Wealth Building's JEPQ Position: Q3 2026 in Review

Innovative Wealth Building increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.2% in Q3 2026, buying an estimated $22.7K and bringing the position to 12,206 shares worth $748K. The position accounts for 0.41% of the portfolio, ranked #38.

Innovative Wealth Building first reported a position in JEPQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $877K in Q3 2025. 954 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Innovative Wealth Building held 12,206 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $748K as of Q3 2026.
Innovative Wealth Building bought 380 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $22.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.41% of Innovative Wealth Building's portfolio in Q3 2026, its #38 holding.
Innovative Wealth Building first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $877K in Q3 2025.
954 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.