Oak Barrel Wealth Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Oak Barrel Wealth Advisory’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	$214K	Buy	+3,476	New	+$206K	0.09%	83
2025 Q4	$322K	Buy	+5,542	New	+$322K	0.19%	63

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

Oak Barrel Wealth Advisory's JEPQ Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,476 shares worth $214K. The stake represents 0.09% of the portfolio and ranks #83 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JEPQ as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $322K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Oak Barrel Wealth Advisory held 3,476 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $214K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #83 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
Oak Barrel Wealth Advisory's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $322K in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.