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

Maia Wealth’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	$5.37M	Sell	87,680 -4,745	-5%	-$283K	0.74%	34
2026 Q2	$5.68M	Buy	92,425 +4,425	+5%	+$263K	0.84%	26
2026 Q1	$4.89M	Buy	88,000 +4,948	+6%	+$286K	0.83%	25
2025 Q4	$4.77M	Buy	83,052 +1,263	+2%	+$73.4K	0.81%	26
2025 Q3	$4.81M	Buy	81,789 +23,601	+41%	+$1.31M	0.81%	27
2025 Q2	$3.17M	Buy	58,188 +4,660	+9%	+$240K	0.6%	41
2025 Q1	$2.67M	Sell	53,528 -19,180	-26%	-$1.07M	0.61%	43
2024 Q4	$4.13M	Buy	72,708 +12,019	+20%	+$675K	0.89%	26
2024 Q3	$3.35M	Sell	60,689 -1,208	-2%	-$64.8K	0.83%	32
2024 Q2	$3.46M	Buy	+61,897	New	+$3.33M	1.04%	25
2023 Q4	$738K	Buy	+14,780	New	+$713K	0.3%	67

Other funds holding JEPQ

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Maia Wealth's JEPQ Position: Q3 2026 in Review

Maia Wealth reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.1% in Q3 2026, selling an estimated $283K and leaving 87,680 shares worth $5.37M. The position accounts for 0.74% of the portfolio, ranked #34.

Maia Wealth first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.68M in Q2 2026. 640 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Maia Wealth held 87,680 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.37M as of Q3 2026.
Maia Wealth sold 4,745 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $283K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.74% of Maia Wealth's portfolio in Q3 2026, its #34 holding.
Maia Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.68M in Q2 2026.
640 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.