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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Perigon Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q2 2026, buying an estimated $85.2K and bringing the position to 15,471 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #615.

Perigon Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Perigon Wealth Management held 15,471 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $951K as of Q2 2026.
  • Perigon Wealth Management bought 1,436 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $85.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #615 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Perigon Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.03M in Q1 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.