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

Marks 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 Q1	$1.49M	Sell	26,772 -2,372	-8%	-$137K	0.39%	6
2025 Q4	$1.69M	Buy	29,144 +1,831	+7%	+$106K	0.57%	12
2025 Q3	$1.57M	Sell	27,313 -8,891	-25%	-$494K	0.49%	13
2025 Q2	$1.97M	Buy	36,204 +11,238	+45%	+$579K	0.64%	11
2025 Q1	$1.29M	Sell	24,966 -495,007	-95%	-$27.6M	0.47%	8
2024 Q4	$29.3M	Buy	519,973 +491,445	+1,723%	+$27.6M	14.11%	4
2024 Q3	$1.57M	Sell	28,528 -1,578,164	-98%	-$84.6M	0.67%	14
2024 Q2	$89.2M	Sell	1,606,692 -557,907	-26%	-$30M	39.35%	1
2024 Q1	$117M	Buy	+2,164,599	New	+$113M	44.37%	1

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marks Wealth's JEPQ Position: Q1 2026 in Review

Marks Wealth reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.1% in Q1 2026, selling an estimated $137K and leaving 26,772 shares worth $1.49M. The position accounts for 0.39% of the portfolio, ranked #6.

Marks Wealth first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $117M in Q1 2024. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Marks Wealth held 26,772 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.49M as of Q1 2026.
Marks Wealth sold 2,372 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $137K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.39% of Marks Wealth's portfolio in Q1 2026, its #6 holding.
Marks Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Marks Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $117M in Q1 2024.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Marks Wealth's 13F filing for Q1 2026, filed 4 May 2026.