Owen LaRue’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Owen LaRue’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	$869K	Buy	14,132 +37	+0.3%	+$2.2K	0.3%	74
2026 Q1	$783K	Sell	14,095 -3,967	-22%	-$229K	0.3%	71
2025 Q4	$1.05M	Buy	18,062 +5,930	+49%	+$345K	0.4%	55
2025 Q3	$698K	Sell	12,132 -6,317	-34%	-$351K	0.27%	69
2025 Q2	$1M	Sell	18,449 -14,305	-44%	-$737K	0.43%	56
2025 Q1	$1.7M	Buy	32,754 +3,386	+12%	+$189K	0.84%	33
2024 Q4	$1.66M	Buy	29,368 +5,606	+24%	+$315K	0.87%	32
2024 Q3	$1.31M	Sell	23,762 -27,477	-54%	-$1.47M	0.69%	41
2024 Q2	$2.84M	Buy	51,239 +11,453	+29%	+$616K	1.76%	17
2024 Q1	$2.16M	Buy	39,786 +6,676	+20%	+$349K	1.35%	24
2023 Q4	$1.65M	Buy	+33,110	New	+$1.6M	1.57%	22

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

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

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

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

Owen LaRue's JEPQ Position: Q2 2026 in Review

Owen LaRue increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.26% in Q2 2026, buying an estimated $2.2K and bringing the position to 14,132 shares worth $869K. The position accounts for 0.3% of the portfolio, ranked #74.

Owen LaRue first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q2 2024. 363 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Owen LaRue held 14,132 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $869K as of Q2 2026.
Owen LaRue bought 37 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.3% of Owen LaRue's portfolio in Q2 2026, its #74 holding.
Owen LaRue first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Owen LaRue's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.84M in Q2 2024.
363 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.