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

Semus 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 Q2	$5.12M	Buy	83,243 +2,787	+3%	+$165K	2.47%	10
2026 Q1	$4.47M	Buy	80,456 +1,989	+3%	+$115K	2.5%	8
2025 Q4	$4.56M	Buy	78,467 +2,403	+3%	+$140K	2.46%	10
2025 Q3	$4.38M	Buy	76,064 +8,375	+12%	+$465K	2.48%	10
2025 Q2	$3.68M	Buy	67,689 +2,670	+4%	+$138K	2.39%	10
2025 Q1	$3.37M	Buy	65,019 +4,947	+8%	+$276K	2.35%	9
2024 Q4	$3.39M	Buy	60,072 +8,204	+16%	+$461K	2.24%	11
2024 Q3	$2.85M	Buy	51,868 +5,944	+13%	+$319K	1.99%	11
2024 Q2	$2.55M	Buy	45,924 +8,414	+22%	+$452K	1.97%	12
2024 Q1	$2.03M	Buy	37,510 +9,489	+34%	+$495K	1.71%	11
2023 Q4	$1.4M	Buy	28,021 +6,056	+28%	+$292K	1.15%	16
2023 Q3	$1.03M	Buy	21,965 +8,265	+60%	+$398K	0.96%	18
2023 Q2	$663K	Buy	+13,700	New	+$633K	0.61%	36

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

Semus Wealth Partners's JEPQ Position: Q2 2026 in Review

Semus Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.5% in Q2 2026, buying an estimated $165K and bringing the position to 83,243 shares worth $5.12M. The position accounts for 2.47% of the portfolio, ranked #10.

Semus Wealth Partners first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Semus Wealth Partners held 83,243 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.12M as of Q2 2026.
Semus Wealth Partners bought 2,787 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $165K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.47% of Semus Wealth Partners's portfolio in Q2 2026, its #10 holding.
Semus Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.