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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Innovative Wealth Building's JEPQ Position: Q2 2026 in Review

Innovative Wealth Building increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.7% in Q2 2026, buying an estimated $11.6K and bringing the position to 11,826 shares worth $727K. The position accounts for 0.42% of the portfolio, ranked #39.

Innovative Wealth Building first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $877K in Q3 2025. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Innovative Wealth Building held 11,826 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $727K as of Q2 2026.
Innovative Wealth Building bought 196 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $11.6K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.42% of Innovative Wealth Building's portfolio in Q2 2026, its #39 holding.
Innovative Wealth Building first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $877K in Q3 2025.
693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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