Sagespring Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sagespring Wealth Partners’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	$656K	Buy	11,812 +6,527	+124%	+$377K	0.01%	433
2025 Q4	$307K	Buy	5,285 +1,079	+26%	+$62.7K	0.01%	615
2025 Q3	$242K	Buy	+4,206	New	+$233K	﹤0.01%	678
2025 Q1	–	Sell	-4,103	Closed	-$231K	–	683
2024 Q4	$231K	Buy	+4,103	New	+$230K	0.01%	550

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sagespring Wealth Partners's JEPQ Position: Q1 2026 in Review

Sagespring Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 124% in Q1 2026, buying an estimated $377K and bringing the position to 11,812 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #433.

Sagespring Wealth Partners first reported a position in JEPQ in Q4 2024 and has held it in 4 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Sagespring Wealth Partners held 11,812 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $656K as of Q1 2026.
Sagespring Wealth Partners bought 6,527 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $377K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #433 holding.
Sagespring Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.