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

Prevail Innovative 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	–	Sell	-5,579	Closed	-$310K	–	221
2026 Q1	$310K	Buy	5,579 +331	+6%	+$19.1K	0.05%	149
2025 Q4	$305K	Sell	5,248 -164	-3%	-$9.53K	0.05%	171
2025 Q3	$311K	Sell	5,412 -63,371	-92%	-$3.52M	0.06%	181
2025 Q2	$3.74M	Sell	68,783 -27,075	-28%	-$1.4M	0.84%	38
2025 Q1	$4.96M	Sell	95,858 -34,510	-26%	-$1.92M	1.32%	22
2024 Q4	$7.35M	Buy	130,368 +13,426	+11%	+$754K	2.13%	8
2024 Q3	$6.42M	Buy	116,942 +11,514	+11%	+$618K	1.96%	5
2024 Q2	$5.85M	Buy	105,428 +8,747	+9%	+$470K	2.07%	5
2024 Q1	$5.24M	Buy	+96,681	New	+$5.05M	1.95%	5

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prevail Innovative Wealth Advisors's JEPQ Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 5,579 shares — an estimated $310K sold.

Prevail Innovative Wealth Advisors first reported a position in JEPQ in Q1 2024 and held it in 9 quarters. The position peaked at $7.35M in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 5,579 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $310K.
Prevail Innovative Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and held it in 9 quarters.
Prevail Innovative Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $7.35M in Q4 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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