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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

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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. 410 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.
  • 410 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.