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

Perissos Private 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	$2.82M	Buy	50,856 +4,045	+9%	+$234K	2.45%	14
2025 Q4	$2.72M	Buy	46,811 +6,840	+17%	+$397K	2.35%	10
2025 Q3	$2.3M	Buy	39,971 +1,897	+5%	+$105K	1.67%	16
2025 Q2	$2.07M	Buy	38,074 +3,095	+9%	+$160K	1.64%	18
2025 Q1	$1.81M	Buy	34,979 +1,384	+4%	+$77.1K	1.65%	19
2024 Q4	$1.89M	Buy	33,595 +17,561	+110%	+$986K	1.42%	21
2024 Q3	$881K	Buy	16,034 +5,907	+58%	+$317K	0.71%	45
2024 Q2	$562K	Buy	10,127 +4,926	+95%	+$265K	0.5%	50
2024 Q1	$282K	Buy	+5,201	New	+$272K	0.26%	62

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Perissos Private Wealth Management's JEPQ Position: Q1 2026 in Review

Perissos Private Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.6% in Q1 2026, buying an estimated $234K and bringing the position to 50,856 shares worth $2.82M. The position accounts for 2.45% of the portfolio, ranked #14.

Perissos Private Wealth Management first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Perissos Private Wealth Management held 50,856 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.82M as of Q1 2026.
Perissos Private Wealth Management bought 4,045 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $234K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.45% of Perissos Private Wealth Management's portfolio in Q1 2026, its #14 holding.
Perissos Private Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.