QP Wealth Management
JEPQ icon

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

QP 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
Q3 		$1.14M Sell
18,659
-1,986
-10% -$118K 1.72% 22
2026
Q2 		$1.27M Sell
20,645
-450
-2% -$26.7K 1.81% 18
2026
Q1 		$1.17M Sell
21,095
-9,572
-31% -$554K 2.01% 18
2025
Q4 		$1.78M Buy
+30,667
New +$1.78M 1.57% 18

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

QP Wealth Management's JEPQ Position: Q3 2026 in Review

QP Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.6% in Q3 2026, selling an estimated $118K and leaving 18,659 shares worth $1.14M. The position accounts for 1.72% of the portfolio, ranked #22.

QP Wealth Management first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.78M in Q4 2025. 893 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • QP Wealth Management held 18,659 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.14M as of Q3 2026.
  • QP Wealth Management sold 1,986 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $118K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.72% of QP Wealth Management's portfolio in Q3 2026, its #22 holding.
  • QP Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • QP Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.78M in Q4 2025.
  • 893 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.