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Capstone Wealth Management Group, Inc.’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$3.32M Buy
+54,056
New +$3.21M 2% 15

Other funds holding JEPQ

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s JEPQ Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 54,056 shares worth $3.32M. The stake represents 2% of the portfolio and ranks #15 among its holdings.

458 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 54,056 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.32M as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 2% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #15 holding.
  • 458 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.