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

Medallion 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
Q1 		$126K Hold
2,275
– – 0.04% 316
2025
Q4 		$132K Hold
2,275
– – 0.04% 308
2025
Q3 		$131K Hold
2,275
– – 0.05% 302
2025
Q2 		$122K Hold
2,275
– – 0.05% 313
2025
Q1 		$117K Hold
2,275
– – 0.05% 282
2024
Q4 		$128K Buy
+2,275
New +$128K 0.06% 257

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's JEPQ Position: Q1 2026 in Review

Medallion Wealth Advisors held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q1 2026 at 2,275 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #316.

Medallion Wealth Advisors first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $132K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Medallion Wealth Advisors held 2,275 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $126K as of Q1 2026.
  • Medallion Wealth Advisors left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q1 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #316 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $132K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.