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 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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 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

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management's JEPQ Position: Q2 2026 in Review

Orgel Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 61% in Q2 2026, buying an estimated $363K and bringing the position to 16,113 shares worth $990K. 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 5 quarters since. 183 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Orgel Wealth Management held 16,113 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $990K as of Q2 2026.
Orgel Wealth Management bought 6,119 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $363K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Orgel Wealth Management's portfolio in Q2 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 5 quarters since.
183 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.