Midwest Trust’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Midwest Trust’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 Q3	$2.42M	Sell	39,488 -23,355	-37%	-$1.39M	0.03%	283
2026 Q2	$3.86M	Buy	62,843 +10,360	+20%	+$615K	0.04%	232
2026 Q1	$2.91M	Buy	52,483 +34,005	+184%	+$1.97M	0.04%	252
2025 Q4	$1.07M	Buy	18,478 +350	+2%	+$20.3K	0.01%	335
2025 Q3	$1.04M	Sell	18,128 -1,090	-6%	-$60.5K	0.01%	339
2025 Q2	$1.05M	Buy	+19,218	New	+$991K	0.01%	338

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Midwest Trust's JEPQ Position: Q3 2026 in Review

Midwest Trust reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 37% in Q3 2026, selling an estimated $1.39M and leaving 39,488 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #283.

Midwest Trust first reported a position in JEPQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.86M in Q2 2026. 362 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Midwest Trust held 39,488 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.42M as of Q3 2026.
Midwest Trust sold 23,355 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $1.39M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Midwest Trust's portfolio in Q3 2026, its #283 holding.
Midwest Trust first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.86M in Q2 2026.
362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.