Sheets Smith Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sheets Smith Wealth 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	$8.87M	Buy	144,284 +353	+0.2%	+$20.9K	0.89%	20
2026 Q1	$7.99M	Buy	143,931 +7,085	+5%	+$410K	0.9%	21
2025 Q4	$7.95M	Buy	136,846 +17,828	+15%	+$1.04M	0.87%	24
2025 Q3	$6.85M	Buy	119,018 +51,871	+77%	+$2.88M	0.77%	31
2025 Q2	$3.65M	Buy	67,147 +35,746	+114%	+$1.84M	0.43%	58
2025 Q1	$1.63M	Buy	31,401 +11,521	+58%	+$642K	0.2%	113
2024 Q4	$1.12M	Buy	19,880 +3,613	+22%	+$203K	0.14%	145
2024 Q3	$894K	Buy	16,267 +3,337	+26%	+$179K	0.11%	169
2024 Q2	$718K	Buy	12,930 +160	+1%	+$8.6K	0.09%	187
2024 Q1	$693K	Buy	12,770 +450	+4%	+$23.5K	0.08%	200
2023 Q4	$615K	Hold	12,320	–	–	0.09%	188
2023 Q3	$578K	Buy	12,320 +160	+1%	+$7.71K	0.09%	184
2023 Q2	$588K	Buy	12,160 +470	+4%	+$21.7K	0.09%	193
2023 Q1	$527K	Buy	+11,690	New	+$501K	0.08%	193

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

Sheets Smith Wealth Management's JEPQ Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.25% in Q2 2026, buying an estimated $20.9K and bringing the position to 144,284 shares worth $8.87M. The position accounts for 0.89% of the portfolio, ranked #20.

Sheets Smith Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Sheets Smith Wealth Management held 144,284 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.87M as of Q2 2026.
Sheets Smith Wealth Management bought 353 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $20.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.89% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #20 holding.
Sheets Smith Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.