Private Wealth Group
JEPQ icon

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

Private Wealth Group’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 		$277K Buy
4,516
+156
+4% +$9.31K 0.11% 62
2026
Q2 		$268K Sell
4,360
-176
-4% -$10.4K 0.1% 68
2026
Q1 		$252K Buy
+4,536
New +$262K 0.12% 60

Other funds holding JEPQ

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Private Wealth Group's JEPQ Position: Q3 2026 in Review

Private Wealth Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.6% in Q3 2026, buying an estimated $9.31K and bringing the position to 4,516 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #62.

Private Wealth Group first reported a position in JEPQ in Q1 2026 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Private Wealth Group held 4,516 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $277K as of Q3 2026.
  • Private Wealth Group bought 156 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $9.31K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Private Wealth Group's portfolio in Q3 2026, its #62 holding.
  • Private Wealth Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.