Secure Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Secure Asset 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	$369K	Buy	5,997 +124	+2%	+$7.36K	0.05%	230
2026 Q1	$326K	Buy	5,873 +673	+13%	+$38.9K	0.05%	237
2025 Q4	$302K	Buy	5,200 +54	+1%	+$3.14K	0.05%	266
2025 Q3	$294K	Buy	5,146 +1,362	+36%	+$75.6K	0.05%	247
2025 Q2	$206K	Sell	3,784 -311	-8%	-$16K	0.04%	300
2025 Q1	$212K	Buy	4,095 +57	+1%	+$3.17K	0.04%	289
2024 Q4	$228K	Buy	4,038 +234	+6%	+$13.1K	0.03%	295
2024 Q3	$209K	Sell	3,804 -14	-0.4%	-$751	0.04%	293
2024 Q2	$212K	Buy	+3,818	New	+$205K	0.04%	263

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

Secure Asset Management's JEPQ Position: Q2 2026 in Review

Secure Asset Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.1% in Q2 2026, buying an estimated $7.36K and bringing the position to 5,997 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #230.

Secure Asset Management first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Secure Asset Management held 5,997 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $369K as of Q2 2026.
Secure Asset Management bought 124 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $7.36K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #230 holding.
Secure Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.