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

Purus 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 Q2	$3.23M	Buy	52,616 +1,312	+3%	+$77.9K	0.89%	24
2026 Q1	$2.85M	Sell	51,304 -185	-0.4%	-$10.7K	0.91%	26
2025 Q4	$2.99M	Buy	51,489 +247	+0.5%	+$14.4K	0.93%	25
2025 Q3	$2.95M	Buy	51,242 +65	+0.1%	+$3.61K	0.94%	25
2025 Q2	$2.78M	Buy	51,177 +123	+0.2%	+$6.34K	0.97%	24
2025 Q1	$2.64M	Sell	51,054 -674	-1%	-$37.5K	1.12%	21
2024 Q4	$2.92M	Buy	51,728 +16,013	+45%	+$899K	1.15%	21
2024 Q3	$1.96M	Buy	35,715 +1,061	+3%	+$56.9K	0.83%	30
2024 Q2	$1.92M	Buy	34,654 +1,548	+5%	+$83.2K	0.85%	31
2024 Q1	$1.8M	Buy	33,106 +350	+1%	+$18.3K	0.89%	31
2023 Q4	$1.64M	Buy	32,756 +2,175	+7%	+$105K	0.95%	29
2023 Q3	$1.44M	Buy	30,581 +1,338	+5%	+$64.5K	0.97%	31
2023 Q2	$1.41M	Buy	29,243 +12,583	+76%	+$582K	0.92%	33
2023 Q1	$751K	Buy	+16,660	New	+$714K	0.59%	39

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Purus Wealth Management's JEPQ Position: Q2 2026 in Review

Purus Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.6% in Q2 2026, buying an estimated $77.9K and bringing the position to 52,616 shares worth $3.23M. The position accounts for 0.89% of the portfolio, ranked #24.

Purus Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 215 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Purus Wealth Management held 52,616 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.23M as of Q2 2026.
Purus Wealth Management bought 1,312 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $77.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.89% of Purus Wealth Management's portfolio in Q2 2026, its #24 holding.
Purus Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
215 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.