RPg Family Wealth Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

RPg Family Wealth Advisory’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	$4.15M	Sell	67,514 -1,519	-2%	-$90.1K	0.69%	46
2026 Q1	$3.83M	Sell	69,033 -105	-0.2%	-$6.07K	0.8%	39
2025 Q4	$4.06M	Sell	69,138 -2,135	-3%	-$124K	0.89%	40
2025 Q3	$4.1M	Sell	71,273 -1,043	-1%	-$57.9K	0.9%	42
2025 Q2	$3.93M	Buy	+72,316	New	+$3.73M	1.05%	39

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RPg Family Wealth Advisory's JEPQ Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.2% in Q2 2026, selling an estimated $90.1K and leaving 67,514 shares worth $4.15M. The position accounts for 0.69% of the portfolio, ranked #46.

RPg Family Wealth Advisory first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

RPg Family Wealth Advisory held 67,514 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.15M as of Q2 2026.
RPg Family Wealth Advisory sold 1,519 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $90.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.69% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #46 holding.
RPg Family Wealth Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.