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

SHP 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 		$3.1M Sell
50,492
-89,449
-64% -$5.31M 0.21% 36
2026
Q1 		$7.77M Buy
139,941
+1,983
+1% +$115K 0.59% 22
2025
Q4 		$8.02M Buy
+137,958
New +$8.02M 0.62% 23

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 22.9% 1-Year Est. Return

SHP Wealth Management's JEPQ Position: Q2 2026 in Review

SHP Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 64% in Q2 2026, selling an estimated $5.31M and leaving 50,492 shares worth $3.1M. The position accounts for 0.21% of the portfolio, ranked #36.

SHP Wealth Management first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.02M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • SHP Wealth Management held 50,492 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.1M as of Q2 2026.
  • SHP Wealth Management sold 89,449 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $5.31M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.21% of SHP Wealth Management's portfolio in Q2 2026, its #36 holding.
  • SHP Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.02M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.