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

Orgel Wealth Management’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	$1.04M	Buy	16,934 +821	+5%	+$49K	0.02%	64
2026 Q2	$990K	Buy	16,113 +6,119	+61%	+$363K	0.02%	64
2026 Q1	$555K	Buy	9,994 +4,841	+94%	+$280K	0.01%	63
2025 Q4	$299K	Buy	5,153 +744	+17%	+$43.2K	0.01%	79
2025 Q3	$254K	Buy	4,409 +566	+15%	+$31.4K	0.01%	79
2025 Q2	$209K	Buy	+3,843	New	+$198K	0.01%	84

Other funds holding JEPQ

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AAA

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Orgel Wealth Management's JEPQ Position: Q3 2026 in Review

Orgel Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.1% in Q3 2026, buying an estimated $49K and bringing the position to 16,934 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #64.

Orgel Wealth Management first reported a position in JEPQ in Q2 2025 and has held it in 6 quarters since. 644 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Orgel Wealth Management held 16,934 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.04M as of Q3 2026.
Orgel Wealth Management bought 821 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $49K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Orgel Wealth Management's portfolio in Q3 2026, its #64 holding.
Orgel Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
644 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.