Next Level Wealth Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Next Level Wealth Planning’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	$39K	Buy	+636	New	+$37.9K	0.02%	196

Other funds holding JEPQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AAA

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Next Level Wealth Planning's JEPQ Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 636 shares worth $39K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings.

672 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Next Level Wealth Planning held 636 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $39K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Next Level Wealth Planning position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #196 holding.
672 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.