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

Kingsview 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 		$28.9M Buy
469,715
+88,708
+23% +$5.26M 0.35% 47
2026
Q1 		$21.2M Buy
381,007
+80,956
+27% +$4.68M 0.29% 63
2025
Q4 		$17.4M Buy
300,051
+57,357
+24% +$3.33M 0.25% 76
2025
Q3 		$14M Buy
242,694
+81,495
+51% +$4.52M 0.21% 90
2025
Q2 		$8.77M Buy
161,199
+28,106
+21% +$1.45M 0.15% 146
2025
Q1 		$6.89M Buy
133,093
+29,280
+28% +$1.63M 0.13% 168
2024
Q4 		$5.85M Buy
103,813
+6,088
+6% +$342K 0.11% 183
2024
Q3 		$5.37M Buy
97,725
+8,437
+9% +$453K 0.11% 192
2024
Q2 		$4.96M Buy
89,288
+22,490
+34% +$1.21M 0.12% 185
2024
Q1 		$3.62M Buy
66,798
+15,177
+29% +$793K 0.09% 213
2023
Q4 		$2.58M Buy
51,621
+3,132
+6% +$151K 0.08% 230
2023
Q3 		$2.28M Buy
48,489
+12,354
+34% +$595K 0.08% 255
2023
Q2 		$1.75M Buy
36,135
+20,016
+124% +$925K 0.07% 269
2023
Q1 		$727K Buy
16,119
+4,932
+44% +$211K 0.03% 477
2022
Q4 		$456K Buy
+11,187
New +$476K 0.02% 536

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingsview Wealth Management's JEPQ Position: Q2 2026 in Review

Kingsview Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 23% in Q2 2026, buying an estimated $5.26M and bringing the position to 469,715 shares worth $28.9M. The position accounts for 0.35% of the portfolio, ranked #47.

Kingsview Wealth Management first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Kingsview Wealth Management held 469,715 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $28.9M as of Q2 2026.
  • Kingsview Wealth Management bought 88,708 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $5.26M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.35% of Kingsview Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Kingsview Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.