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Landmark Wealth Management (New York)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Landmark Wealth Management (New York)’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 		$426K Buy
+6,931
New +$411K 0.1% 121

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

Landmark Wealth Management (New York)'s JEPQ Position: Q2 2026 in Review

Landmark Wealth Management (New York) opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 6,931 shares worth $426K. The stake represents 0.1% of the portfolio and ranks #121 among its holdings.

1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Landmark Wealth Management (New York) held 6,931 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $426K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Landmark Wealth Management (New York) position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #121 holding.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.