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

Perigon 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
Q1 		$779K Buy
14,035
+696
+5% +$40.3K 0.01% 612
2025
Q4 		$775K Buy
13,339
+1,024
+8% +$59.5K 0.01% 621
2025
Q3 		$708K Buy
12,315
+1,519
+14% +$84.3K 0.01% 616
2025
Q2 		$587K Sell
10,796
-9,086
-46% -$468K 0.01% 625
2025
Q1 		$1.03M Buy
19,882
+3,756
+23% +$209K 0.03% 444
2024
Q4 		$912K Buy
16,126
+1,163
+8% +$65.3K 0.02% 467
2024
Q3 		$822K Sell
14,963
-2,461
-14% -$132K 0.02% 484
2024
Q2 		$967K Buy
17,424
+1,402
+9% +$75.4K 0.03% 387
2024
Q1 		$869K Buy
16,022
+2,497
+18% +$130K 0.03% 404
2023
Q4 		$675K Buy
13,525
+4,563
+51% +$220K 0.02% 423
2023
Q3 		$421K Buy
8,962
+1,659
+23% +$79.9K 0.02% 485
2023
Q2 		$353K Buy
7,303
+402
+6% +$18.6K 0.01% 553
2023
Q1 		$311K Buy
+6,901
New +$296K 0.02% 530

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Perigon Wealth Management's JEPQ Position: Q1 2026 in Review

Perigon Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.2% in Q1 2026, buying an estimated $40.3K and bringing the position to 14,035 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #612.

Perigon Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Perigon Wealth Management held 14,035 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $779K as of Q1 2026.
  • Perigon Wealth Management bought 696 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $40.3K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #612 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Perigon Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.03M in Q1 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.