Physician Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Physician Wealth Advisors’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	$11.4K	Hold	186	–	–	﹤0.01%	834
2026 Q1	$10.3K	Hold	186	–	–	﹤0.01%	787
2025 Q4	$10.8K	Hold	186	–	–	﹤0.01%	747
2025 Q3	$10.7K	Hold	186	–	–	﹤0.01%	737
2025 Q2	$10.1K	Hold	186	–	–	﹤0.01%	644
2025 Q1	$9.63K	Hold	186	–	–	﹤0.01%	617
2024 Q4	$10.5K	Buy	+186	New	+$10.4K	﹤0.01%	622

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Physician Wealth Advisors's JEPQ Position: Q2 2026 in Review

Physician Wealth Advisors held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 186 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Physician Wealth Advisors first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Physician Wealth Advisors held 186 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $11.4K as of Q2 2026.
Physician Wealth Advisors left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #834 holding.
Physician Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.