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Proathlete Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Proathlete Wealth Management’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
Q1 		$1.52K Buy
27
+12
+80% +$694 ﹤0.01% 233
2025
Q4 		$925 Buy
15
+3
+25% +$174 ﹤0.01% 280
2025
Q3 		$723 Buy
12
+2
+20% +$111 ﹤0.01% 206
2025
Q2 		$559 Buy
10
+7
+233% +$361 ﹤0.01% 296
2025
Q1 		$157 Buy
+3
New +$167 ﹤0.01% 195

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Proathlete Wealth Management's JEPQ Position: Q1 2026 in Review

Proathlete Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 80% in Q1 2026, buying an estimated $694 and bringing the position to 27 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Proathlete Wealth Management first reported a position in JEPQ in Q1 2025 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Proathlete Wealth Management held 27 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.52K as of Q1 2026.
  • Proathlete Wealth Management bought 12 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $694.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #233 holding.
  • Proathlete Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.