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

SFMG 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 		$543K Buy
8,833
+1,621
+22% +$96.2K 0.03% 186
2026
Q1 		$400K Sell
7,212
-8,814
-55% -$510K 0.03% 214
2025
Q4 		$931K Buy
+16,026
New +$931K 0.06% 111

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFMG Wealth Advisors's JEPQ Position: Q2 2026 in Review

SFMG Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 22% in Q2 2026, buying an estimated $96.2K and bringing the position to 8,833 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #186.

SFMG Wealth Advisors first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $931K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • SFMG Wealth Advisors held 8,833 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $543K as of Q2 2026.
  • SFMG Wealth Advisors bought 1,621 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $96.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • SFMG Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • SFMG Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $931K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.