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 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

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Maia Wealth's JEPQ Position: Q2 2026 in Review

Maia Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5% in Q2 2026, buying an estimated $263K and bringing the position to 92,425 shares worth $5.68M. The position accounts for 0.84% of the portfolio, ranked #26.

Maia Wealth first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. 454 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Maia Wealth held 92,425 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.68M as of Q2 2026.
Maia Wealth bought 4,425 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $263K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.84% of Maia Wealth's portfolio in Q2 2026, its #26 holding.
Maia Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
454 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.