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 Q3	$6.63M	Buy	108,168 +10,003	+10%	+$597K	0.62%	42
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

AAA

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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NWF Advisory Services's JEPQ Position: Q3 2026 in Review

NWF Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q3 2026, buying an estimated $597K and bringing the position to 108,168 shares worth $6.63M. The position accounts for 0.62% of the portfolio, ranked #42.

NWF Advisory Services first reported a position in JEPQ in Q3 2023 and has held it in 13 quarters since. 298 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

NWF Advisory Services held 108,168 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.63M as of Q3 2026.
NWF Advisory Services bought 10,003 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $597K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.62% of NWF Advisory Services's portfolio in Q3 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 13 quarters since.
298 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.