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

Palacios 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	$3.98M	Sell	64,789 -2,585	-4%	-$153K	2.35%	11
2026 Q1	$3.99M	Buy	67,374 +5,808	+9%	+$336K	2.5%	10
2025 Q4	$3.58M	Sell	61,566 -15,626	-20%	-$908K	2.74%	9
2025 Q3	$4.44M	Sell	77,192 -2,713	-3%	-$151K	2.93%	9
2025 Q2	$4.35M	Sell	79,905 -12,381	-13%	-$638K	3.57%	6
2025 Q1	$4.78M	Sell	92,286 -1,335	-1%	-$74.4K	3.55%	4
2024 Q4	$5.31M	Buy	+93,621	New	+$5.26M	5.73%	2

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Palacios Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.8% in Q2 2026, selling an estimated $153K and leaving 64,789 shares worth $3.98M. The position accounts for 2.35% of the portfolio, ranked #11.

Palacios Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.31M in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Palacios Wealth Management held 64,789 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.98M as of Q2 2026.
Palacios Wealth Management sold 2,585 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $153K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.35% of Palacios Wealth Management's portfolio in Q2 2026, its #11 holding.
Palacios Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Palacios Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.31M in Q4 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.