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

Institute for 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	$38.2K	Buy	+622	New	+$36.9K	﹤0.01%	947
2026 Q1	–	Sell	-37,617	Closed	-$2.19M	–	562
2025 Q4	$2.19M	Buy	37,617 +1,134	+3%	+$65.9K	0.23%	88
2025 Q3	$2.1M	Buy	36,483 +7,155	+24%	+$397K	0.22%	95
2025 Q2	$1.6M	Buy	29,328 +18,826	+179%	+$970K	0.18%	119
2025 Q1	$544K	Buy	10,502 +234	+2%	+$13K	0.07%	278
2024 Q4	$579K	Buy	+10,268	New	+$576K	0.07%	262

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

Institute for Wealth Management's JEPQ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 622 shares worth $38.2K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in JEPQ as recently as Q4 2025.

Institute for Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.19M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Institute for Wealth Management held 622 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $38.2K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Institute for Wealth Management position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #947 holding.
Institute for Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Institute for Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.19M in Q4 2025.
1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.