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

Montz Harcus 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
Q3 		$275K Buy
4,486
+149
+3% +$8.89K 0.1% 83
2026
Q2 		$267K Buy
4,337
+124
+3% +$7.36K 0.09% 82
2026
Q1 		$234K Buy
4,213
+37
+0.9% +$2.14K 0.09% 81
2025
Q4 		$243K Buy
4,176
+176
+4% +$10.2K 0.1% 79
2025
Q3 		$230K Sell
4,000
-842
-17% -$46.7K 0.1% 79
2025
Q2 		$263K Buy
+4,842
New +$250K 0.13% 70

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Montz Harcus Wealth Management's JEPQ Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.4% in Q3 2026, buying an estimated $8.89K and bringing the position to 4,486 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #83.

Montz Harcus Wealth Management first reported a position in JEPQ in Q2 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Montz Harcus Wealth Management held 4,486 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $275K as of Q3 2026.
  • Montz Harcus Wealth Management bought 149 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $8.89K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Montz Harcus Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.