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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
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 $1.66T 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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SHP Wealth Management's JEPQ Position: Q1 2026 in Review

SHP Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.4% in Q1 2026, buying an estimated $115K and bringing the position to 139,941 shares worth $7.77M. The position accounts for 0.59% of the portfolio, ranked #22.

SHP Wealth Management first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.02M in Q4 2025. 964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • SHP Wealth Management held 139,941 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.77M as of Q1 2026.
  • SHP Wealth Management bought 1,983 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $115K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.59% of SHP Wealth Management's portfolio in Q1 2026, its #22 holding.
  • SHP Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.02M in Q4 2025.
  • 964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.