PSIWM
JEPQ icon

Paradigm Strategies in Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Paradigm Strategies in 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 		$1.54M Sell
25,047
-479
-2% -$28.4K 0.94% 19
2026
Q1 		$1.42M Buy
25,526
+9,315
+57% +$539K 0.96% 17
2025
Q4 		$942K Buy
16,211
+2,694
+20% +$157K 0.62% 24
2025
Q3 		$777K Sell
13,517
-18,299
-58% -$1.02M 0.5% 26
2025
Q2 		$1.73M Buy
31,816
+5,470
+21% +$282K 1.13% 16
2025
Q1 		$1.36M Buy
26,346
+8,410
+47% +$468K 0.92% 22
2024
Q4 		$1.01M Buy
+17,936
New +$1.01M 0.67% 23

Other funds holding JEPQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
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
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Paradigm Strategies in Wealth Management's JEPQ Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.9% in Q2 2026, selling an estimated $28.4K and leaving 25,047 shares worth $1.54M. The position accounts for 0.94% of the portfolio, ranked #19.

Paradigm Strategies in Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q2 2025. 523 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 25,047 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.54M as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 479 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $28.4K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.94% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Paradigm Strategies in Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Paradigm Strategies in Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.73M in Q2 2025.
  • 523 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.