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 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 $1.66T 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

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

Semus Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.5% in Q1 2026, buying an estimated $115K and bringing the position to 80,456 shares worth $4.47M. The position accounts for 2.5% of the portfolio, ranked #8.

Semus Wealth Partners first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.56M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Semus Wealth Partners held 80,456 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.47M as of Q1 2026.
Semus Wealth Partners bought 1,989 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $115K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.5% of Semus Wealth Partners's portfolio in Q1 2026, its #8 holding.
Semus Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
Semus Wealth Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.56M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.