Johnson & White Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Johnson & White 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	$672K	Buy	10,931 +60	+0.6%	+$3.56K	0.25%	68
2026 Q1	$604K	Sell	10,871 -5,447	-33%	-$315K	0.26%	71
2025 Q4	$948K	Sell	16,318 -126	-0.8%	-$7.32K	0.41%	52
2025 Q3	$946K	Sell	16,444 -134	-0.8%	-$7.44K	0.43%	48
2025 Q2	$902K	Buy	16,578 +114	+0.7%	+$5.88K	0.45%	48
2025 Q1	$853K	Buy	16,464 +9,249	+128%	+$515K	0.48%	52
2024 Q4	$406K	Buy	7,215 +1,834	+34%	+$103K	0.25%	66
2024 Q3	$296K	Sell	5,381 -11	-0.2%	-$590	0.25%	45
2024 Q2	$299K	Buy	+5,392	New	+$290K	0.29%	43

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

Johnson & White Wealth Management's JEPQ Position: Q2 2026 in Review

Johnson & White Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.55% in Q2 2026, buying an estimated $3.56K and bringing the position to 10,931 shares worth $672K. The position accounts for 0.25% of the portfolio, ranked #68.

Johnson & White Wealth Management first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $948K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Johnson & White Wealth Management held 10,931 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $672K as of Q2 2026.
Johnson & White Wealth Management bought 60 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.56K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.25% of Johnson & White Wealth Management's portfolio in Q2 2026, its #68 holding.
Johnson & White Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Johnson & White Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $948K in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.