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

ORBA Wealth Advisors’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 Q1	$1.13M	Sell	20,434 -5,624	-22%	-$325K	1.35%	23
2025 Q4	$1.51M	Sell	26,058 -2,935	-10%	-$171K	1.31%	26
2025 Q3	$1.67M	Sell	28,993 -1,949	-6%	-$108K	1.37%	24
2025 Q2	$1.68M	Sell	30,942 -26,457	-46%	-$1.36M	1.53%	24
2025 Q1	$2.97M	Buy	57,399 +5,759	+11%	+$321K	1.5%	25
2024 Q4	$2.91M	Buy	51,640 +2,305	+5%	+$129K	1.52%	24
2024 Q3	$2.71M	Sell	49,335 -1,750	-3%	-$93.9K	1.37%	26
2024 Q2	$2.84M	Buy	51,085 +4,976	+11%	+$267K	1.47%	24
2024 Q1	$2.5M	Buy	46,109 +1,140	+3%	+$59.5K	1.38%	25
2023 Q4	$2.25M	Buy	+44,969	New	+$2.17M	1.35%	25

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ORBA Wealth Advisors's JEPQ Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 22% in Q1 2026, selling an estimated $325K and leaving 20,434 shares worth $1.13M. The position accounts for 1.35% of the portfolio, ranked #23.

ORBA Wealth Advisors first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q1 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

ORBA Wealth Advisors held 20,434 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.13M as of Q1 2026.
ORBA Wealth Advisors sold 5,624 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $325K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.35% of ORBA Wealth Advisors's portfolio in Q1 2026, its #23 holding.
ORBA Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.97M in Q1 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.