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Legacy Private Trust’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Legacy Private Trust’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 		$1.16M Buy
18,910
+1,000
+6% +$59.7K 0.06% 152
2026
Q2 		$1.1M Buy
17,910
+340
+2% +$20.2K 0.06% 159
2026
Q1 		$975K Buy
17,570
+9,615
+121% +$556K 0.06% 164
2025
Q4 		$462K Hold
7,955
– – 0.03% 207
2025
Q3 		$458K Hold
7,955
– – 0.03% 200
2025
Q2 		$433K Buy
7,955
+1,890
+31% +$97.4K 0.03% 196
2025
Q1 		$314K Buy
+6,065
New +$338K 0.02% 211

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Legacy Private Trust's JEPQ Position: Q3 2026 in Review

Legacy Private Trust increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.6% in Q3 2026, buying an estimated $59.7K and bringing the position to 18,910 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #152.

Legacy Private Trust first reported a position in JEPQ in Q1 2025 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Legacy Private Trust held 18,910 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.16M as of Q3 2026.
  • Legacy Private Trust bought 1,000 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $59.7K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Legacy Private Trust's portfolio in Q3 2026, its #152 holding.
  • Legacy Private Trust first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.