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Private Client Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Private Client Services’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 		$2.32M Buy
37,843
+11,118
+42% +$663K 0.62% 37
2026
Q2 		$1.64M Buy
26,725
+11,156
+72% +$662K 0.43% 49
2026
Q1 		$864K Buy
15,569
+9,589
+160% +$555K 0.26% 71
2025
Q4 		$348K Buy
+5,980
New +$347K 0.11% 130

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Private Client Services's JEPQ Position: Q3 2026 in Review

Private Client Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 42% in Q3 2026, buying an estimated $663K and bringing the position to 37,843 shares worth $2.32M. The position accounts for 0.62% of the portfolio, ranked #37.

Private Client Services first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Private Client Services held 37,843 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.32M as of Q3 2026.
  • Private Client Services bought 11,118 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $663K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.62% of Private Client Services's portfolio in Q3 2026, its #37 holding.
  • Private Client Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.