Olistico Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Olistico Wealth’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	$24.4K	Buy	+399	New	+$23.8K	0.01%	209

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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

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 33.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

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

Olistico Wealth's JEPQ Position: Q3 2026 in Review

Olistico Wealth opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 399 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings.

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

Olistico Wealth held 399 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $24.4K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Olistico Wealth position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #209 holding.
362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.