Keystone Wealth Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Keystone Wealth Services’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	$1.36M	Sell	22,103 -1,829	-8%	-$109K	0.25%	97
2026 Q1	$1.33M	Buy	23,932 +10,464	+78%	+$605K	0.28%	93
2025 Q4	$783K	Buy	13,468 +196	+1%	+$11.4K	0.16%	108
2025 Q3	$763K	Sell	13,272 -727	-5%	-$40.4K	0.17%	136
2025 Q2	$762K	Sell	13,999 -8,248	-37%	-$425K	0.18%	122
2025 Q1	$1.15M	Buy	22,247 +438	+2%	+$24.4K	0.31%	75
2024 Q4	$1.23M	Buy	21,809 +3,205	+17%	+$180K	0.33%	75
2024 Q3	$1.02M	Buy	+18,604	New	+$998K	0.28%	84

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

Keystone Wealth Services's JEPQ Position: Q2 2026 in Review

Keystone Wealth Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.6% in Q2 2026, selling an estimated $109K and leaving 22,103 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #97.

Keystone Wealth Services first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Keystone Wealth Services held 22,103 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.36M as of Q2 2026.
Keystone Wealth Services sold 1,829 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $109K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.25% of Keystone Wealth Services's portfolio in Q2 2026, its #97 holding.
Keystone Wealth Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.