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

KWB Wealth’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 Q3	$224K	Buy	+3,658	New	+$218K	0.02%	171

Other funds holding JEPQ

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

KWB Wealth's JEPQ Position: Q3 2026 in Review

KWB Wealth opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 3,658 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings.

563 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

KWB Wealth held 3,658 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $224K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new KWB Wealth position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #171 holding.
563 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.