San Luis Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

San Luis Wealth Advisors’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	$3.06M	Buy	49,781 +16,728	+51%	+$993K	0.46%	50
2026 Q1	$1.84M	Buy	33,053 +2,028	+7%	+$117K	0.3%	57
2025 Q4	$1.8M	Sell	31,025 -22,324	-42%	-$1.3M	0.3%	57
2025 Q3	$3.07M	Buy	53,349 +3,113	+6%	+$173K	0.55%	45
2025 Q2	$2.73M	Buy	50,236 +3,047	+6%	+$157K	0.59%	42
2025 Q1	$2.44M	Buy	+47,189	New	+$2.63M	0.55%	45

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

San Luis Wealth Advisors's JEPQ Position: Q2 2026 in Review

San Luis Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 51% in Q2 2026, buying an estimated $993K and bringing the position to 49,781 shares worth $3.06M. The position accounts for 0.46% of the portfolio, ranked #50.

San Luis Wealth Advisors first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.07M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

San Luis Wealth Advisors held 49,781 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.06M as of Q2 2026.
San Luis Wealth Advisors bought 16,728 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $993K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.46% of San Luis Wealth Advisors's portfolio in Q2 2026, its #50 holding.
San Luis Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
San Luis Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.07M in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.