Perigon Wealth Management
JEPQ icon

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
Q3 		$6.26M Buy
102,213
+86,742
+561% +$5.17M 0.1% 190
2026
Q2 		$951K Buy
15,471
+1,436
+10% +$85.2K 0.02% 615
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Perigon Wealth Management's JEPQ Position: Q3 2026 in Review

Perigon Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 561% in Q3 2026, buying an estimated $5.17M and bringing the position to 102,213 shares worth $6.26M. The position accounts for 0.1% of the portfolio, ranked #190.

Perigon Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 15 quarters since. 560 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Perigon Wealth Management held 102,213 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.26M as of Q3 2026.
  • Perigon Wealth Management bought 86,742 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $5.17M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Perigon Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
  • 560 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.