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

Marion Wealth Management’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	$437K	Sell	7,112 -1,283	-15%	-$76.1K	0.09%	104
2026 Q1	$466K	Sell	8,395 -822	-9%	-$47.5K	0.1%	96
2025 Q4	$546K	Sell	9,217 -232	-2%	-$13.5K	0.12%	91
2025 Q3	$544K	Sell	9,449 -337	-3%	-$18.7K	0.13%	89
2025 Q2	$532K	Sell	9,786 -1,427	-13%	-$73.6K	0.13%	88
2025 Q1	$581K	Sell	11,213 -112	-1%	-$6.24K	0.16%	86
2024 Q4	$638K	Buy	11,325 +254	+2%	+$14.3K	0.17%	85
2024 Q3	$608K	Buy	11,071 +1,624	+17%	+$87.1K	0.16%	84
2024 Q2	$524K	Sell	9,447 -255	-3%	-$13.7K	0.15%	88
2024 Q1	$526K	Buy	9,702 +707	+8%	+$36.9K	0.16%	87
2023 Q4	$449K	Buy	8,995 +57	+0.6%	+$2.75K	0.14%	88
2023 Q3	$419K	Sell	8,938 -657	-7%	-$31.6K	0.15%	90
2023 Q2	$464K	Buy	+9,595	New	+$444K	0.16%	83

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 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

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marion Wealth Management's JEPQ Position: Q2 2026 in Review

Marion Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 15% in Q2 2026, selling an estimated $76.1K and leaving 7,112 shares worth $437K. The position accounts for 0.09% of the portfolio, ranked #104.

Marion Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $638K in Q4 2024. 178 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Marion Wealth Management held 7,112 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $437K as of Q2 2026.
Marion Wealth Management sold 1,283 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $76.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Marion Wealth Management's portfolio in Q2 2026, its #104 holding.
Marion Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Marion Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $638K in Q4 2024.
178 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.