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

Melia 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	$1.8M	Buy	29,228 +2,248	+8%	+$133K	1.03%	16
2026 Q1	$1.5M	Buy	26,980 +1,779	+7%	+$103K	0.73%	19
2025 Q4	$1.46M	Buy	25,201 +4,234	+20%	+$246K	0.68%	18
2025 Q3	$1.21M	Buy	20,967 +7,866	+60%	+$437K	0.53%	19
2025 Q2	$713K	Buy	13,101 +4,167	+47%	+$215K	0.34%	18
2025 Q1	$463K	Buy	8,934 +2,238	+33%	+$125K	0.24%	18
2024 Q4	$378K	Buy	+6,696	New	+$376K	0.2%	19

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

Melia Wealth's JEPQ Position: Q2 2026 in Review

Melia Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.3% in Q2 2026, buying an estimated $133K and bringing the position to 29,228 shares worth $1.8M. The position accounts for 1.03% of the portfolio, ranked #16.

Melia Wealth first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,027 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Melia Wealth held 29,228 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.8M as of Q2 2026.
Melia Wealth bought 2,248 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $133K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.03% of Melia Wealth's portfolio in Q2 2026, its #16 holding.
Melia Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,027 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Melia Wealth's 13F filing for Q2 2026, filed 17 Aug 2026.