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

Modera Wealth Management’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	$482K	Hold	7,840	–	–	0.01%	463
2026 Q1	$435K	Sell	7,840 -20	-0.3%	-$1.16K	0.01%	456
2025 Q4	$457K	Hold	7,860	–	–	0.01%	471
2025 Q3	$452K	Hold	7,860	–	–	0.01%	477
2025 Q2	$428K	Buy	7,860 +70	+0.9%	+$3.61K	0.01%	474
2025 Q1	$403K	Buy	+7,790	New	+$434K	0.01%	465

Other funds holding JEPQ

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Modera Wealth Management's JEPQ Position: Q2 2026 in Review

Modera Wealth Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 7,840 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #463.

Modera Wealth Management first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Modera Wealth Management held 7,840 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $482K as of Q2 2026.
Modera Wealth Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #463 holding.
Modera Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.