Morey & Quinn Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Morey & Quinn Wealth Partners’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	$319K	Buy	5,190 +755	+17%	+$44.8K	0.21%	107
2026 Q1	$246K	Hold	4,435	–	–	0.18%	117
2025 Q4	$258K	Buy	4,435 +315	+8%	+$18.3K	0.19%	113
2025 Q3	$237K	Buy	4,120 +280	+7%	+$15.5K	0.17%	122
2025 Q2	$209K	Buy	+3,840	New	+$198K	0.17%	121

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

Morey & Quinn Wealth Partners's JEPQ Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 17% in Q2 2026, buying an estimated $44.8K and bringing the position to 5,190 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #107.

Morey & Quinn Wealth Partners first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Morey & Quinn Wealth Partners held 5,190 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $319K as of Q2 2026.
Morey & Quinn Wealth Partners bought 755 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $44.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.21% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #107 holding.
Morey & Quinn Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.