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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Private Wealth Group's JEPQ Position: Q2 2026 in Review

Private Wealth Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.9% in Q2 2026, selling an estimated $10.4K and leaving 4,360 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #68.

Private Wealth Group first reported a position in JEPQ in Q1 2026 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Private Wealth Group held 4,360 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $268K as of Q2 2026.
  • Private Wealth Group sold 176 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $10.4K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Private Wealth Group's portfolio in Q2 2026, its #68 holding.
  • Private Wealth Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.