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Kingswood Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Kingswood Wealth Advisors’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 		$14.9M Buy
242,328
+21,606
+10% +$1.28M 0.6% 27
2026
Q1 		$12.3M Buy
220,722
+16,226
+8% +$938K 0.58% 31
2025
Q4 		$11.9M Buy
204,496
+111,653
+120% +$6.49M 0.57% 29
2025
Q3 		$5.34M Buy
92,843
+4,396
+5% +$244K 0.32% 68
2025
Q2 		$4.81M Sell
88,447
-950
-1% -$49K 0.38% 48
2025
Q1 		$4.63M Buy
89,397
+14,410
+19% +$803K 0.42% 40
2024
Q4 		$4.23M Buy
74,987
+12,541
+20% +$704K 0.32% 59
2024
Q3 		$3.43M Buy
62,446
+16,467
+36% +$883K 0.24% 96
2024
Q2 		$2.55M Buy
45,979
+7,804
+20% +$419K 0.23% 96
2024
Q1 		$2.07M Sell
38,175
-1,149
-3% -$60K 0.24% 96
2023
Q4 		$1.96M Buy
39,324
+15,834
+67% +$764K 0.22% 103
2023
Q3 		$1.53M Buy
23,490
+13,430
+133% +$647K 0.26% 104
2023
Q2 		$487K Buy
+10,060
New +$465K 0.16% 140

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 22.9% 1-Year Est. Return

Kingswood Wealth Advisors's JEPQ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.8% in Q2 2026, buying an estimated $1.28M and bringing the position to 242,328 shares worth $14.9M. The position accounts for 0.6% of the portfolio, ranked #27.

Kingswood Wealth Advisors first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Kingswood Wealth Advisors held 242,328 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $14.9M as of Q2 2026.
  • Kingswood Wealth Advisors bought 21,606 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.28M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.6% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Kingswood Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.