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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
Q3 		$211K Buy
3,443
+124
+4% +$7.4K 0.06% 201
2026
Q2 		$204K Buy
+3,319
New +$197K 0.09% 151

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

LifeGoal Wealth Advisors's JEPQ Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.7% in Q3 2026, buying an estimated $7.4K and bringing the position to 3,443 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #201.

LifeGoal Wealth Advisors first reported a position in JEPQ in Q2 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • LifeGoal Wealth Advisors held 3,443 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $211K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 124 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $7.4K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #201 holding.
  • LifeGoal Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.