NWF Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

NWF Advisory Services’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	$6.03M	Buy	98,165 +7,605	+8%	+$451K	0.57%	42
2026 Q1	$5.03M	Buy	90,560 +1,071	+1%	+$61.9K	0.57%	43
2025 Q4	$5.2M	Sell	89,489 -7,312	-8%	-$425K	0.57%	42
2025 Q3	$5.57M	Buy	96,801 +23,242	+32%	+$1.29M	0.61%	39
2025 Q2	$4M	Sell	73,559 -29,427	-29%	-$1.52M	0.48%	49
2025 Q1	$5.33M	Buy	102,986 +28,241	+38%	+$1.57M	0.75%	34
2024 Q4	$4.25M	Sell	74,745 -14,525	-16%	-$815K	0.62%	40
2024 Q3	$4.9M	Buy	89,270 +3,158	+4%	+$169K	0.71%	38
2024 Q2	$4.78M	Buy	86,112 +67,340	+359%	+$3.62M	0.76%	34
2024 Q1	$1.02M	Buy	18,772 +12,585	+203%	+$657K	0.17%	101
2023 Q4	$309K	Buy	6,187 +1,041	+20%	+$50.2K	0.06%	196
2023 Q3	$242K	Buy	+5,146	New	+$248K	0.06%	212

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

NWF Advisory Services's JEPQ Position: Q2 2026 in Review

NWF Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.4% in Q2 2026, buying an estimated $451K and bringing the position to 98,165 shares worth $6.03M. The position accounts for 0.57% of the portfolio, ranked #42.

NWF Advisory Services first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

NWF Advisory Services held 98,165 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.03M as of Q2 2026.
NWF Advisory Services bought 7,605 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $451K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.57% of NWF Advisory Services's portfolio in Q2 2026, its #42 holding.
NWF Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.