Legacy Wealth Management (Mississippi)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Legacy Wealth Management (Mississippi)’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	$430K	Hold	6,990	–	–	0.11%	81
2026 Q1	$388K	Hold	6,990	–	–	0.11%	77
2025 Q4	$406K	Hold	6,990	–	–	0.11%	71
2025 Q3	$402K	Buy	+6,990	New	+$388K	0.12%	68
2025 Q1	–	Sell	-8,037	Closed	-$453K	–	100
2024 Q4	$453K	Buy	+8,037	New	+$451K	0.18%	70

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s JEPQ Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 6,990 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #81.

Legacy Wealth Management (Mississippi) first reported a position in JEPQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $453K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Legacy Wealth Management (Mississippi) held 6,990 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $430K as of Q2 2026.
Legacy Wealth Management (Mississippi) left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #81 holding.
Legacy Wealth Management (Mississippi) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
Legacy Wealth Management (Mississippi)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $453K in Q4 2024.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.