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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
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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFMG Wealth Advisors's JEPQ Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 55% in Q1 2026, selling an estimated $510K and leaving 7,212 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #214.

SFMG Wealth Advisors first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $931K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • SFMG Wealth Advisors held 7,212 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $400K as of Q1 2026.
  • SFMG Wealth Advisors sold 8,814 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $510K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #214 holding.
  • SFMG Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SFMG Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $931K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.