NA
JEPQ icon

Nordwand Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Nordwand Advisors’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 		$389K Sell
6,325
-700
-10% -$41.5K 0.06% 127
2026
Q1 		$390K Hold
7,025
– – 0.07% 127
2025
Q4 		$408K Buy
+7,025
New +$408K 0.07% 126
2025
Q2 		– Sell
-2,825
Closed -$146K – 197
2025
Q1 		$146K Buy
+2,825
New +$157K 0.05% 27

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordwand Advisors's JEPQ Position: Q2 2026 in Review

Nordwand Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q2 2026, selling an estimated $41.5K and leaving 6,325 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #127.

Nordwand Advisors first reported a position in JEPQ in Q1 2025 and has held it in 4 quarters since. The position peaked at $408K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Nordwand Advisors held 6,325 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $389K as of Q2 2026.
  • Nordwand Advisors sold 700 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $41.5K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Nordwand Advisors's portfolio in Q2 2026, its #127 holding.
  • Nordwand Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 4 quarters since.
  • Nordwand Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $408K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.