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

LifeGoal Wealth Advisors’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 		$204K Buy
+3,319
New +$197K 0.09% 151

Other funds holding JEPQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $44.6B AUM 28.94% 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
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

LifeGoal Wealth Advisors's JEPQ Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,319 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #151 among its holdings.

526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • LifeGoal Wealth Advisors held 3,319 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $204K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new LifeGoal Wealth Advisors position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • 526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.