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 Q2	$61.5K	Sell	1,000 -1,275	-56%	-$75.7K	0.02%	431
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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Medallion Wealth Advisors's JEPQ Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 56% in Q2 2026, selling an estimated $75.7K and leaving 1,000 shares worth $61.5K. The position accounts for 0.02% of the portfolio, ranked #431.

Medallion Wealth Advisors first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $132K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Medallion Wealth Advisors held 1,000 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $61.5K as of Q2 2026.
Medallion Wealth Advisors sold 1,275 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $75.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #431 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $132K in Q4 2025.
1,027 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.