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Onyx Bridge Wealth Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Onyx Bridge Wealth Group’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 		$4.95M Buy
80,567
+1,793
+2% +$106K 0.45% 54
2026
Q1 		$4.37M Buy
78,774
+3,353
+4% +$194K 0.47% 55
2025
Q4 		$4.39M Buy
75,421
+5,386
+8% +$313K 0.47% 57
2025
Q3 		$4.03M Buy
70,035
+7,758
+12% +$431K 0.44% 58
2025
Q2 		$3.39M Buy
62,277
+5,473
+10% +$282K 0.45% 53
2025
Q1 		$2.94M Buy
56,804
+2,717
+5% +$151K 0.42% 53
2024
Q4 		$3.05M Buy
54,087
+4,726
+10% +$265K 0.44% 47
2024
Q3 		$2.71M Buy
49,361
+9,022
+22% +$484K 0.41% 51
2024
Q2 		$2.24M Buy
40,339
+17,449
+76% +$938K 0.37% 53
2024
Q1 		$1.21M Buy
22,890
+16,317
+248% +$852K 0.22% 87
2023
Q4 		$328K Buy
+6,573
New +$317K 0.07% 180
2022
Q4 		– Sell
-11,168
Closed -$455K – 203
2022
Q3 		$455K Buy
+11,168
New +$523K 0.21% 82

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Onyx Bridge Wealth Group's JEPQ Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.3% in Q2 2026, buying an estimated $106K and bringing the position to 80,567 shares worth $4.95M. The position accounts for 0.45% of the portfolio, ranked #54.

Onyx Bridge Wealth Group first reported a position in JEPQ in Q3 2022 and has held it in 12 quarters since. 422 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Onyx Bridge Wealth Group held 80,567 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.95M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 1,793 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $106K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.45% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #54 holding.
  • Onyx Bridge Wealth Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 12 quarters since.
  • 422 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.