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

Signature Wealth Management Partners’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 		$222K Buy
+3,611
New +$214K 0.1% 113
2026
Q1 		– Sell
-3,547
Closed -$206K – 121
2025
Q4 		$206K Buy
+3,547
New +$206K 0.1% 115

Other funds holding JEPQ

LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Signature Wealth Management Partners's JEPQ Position: Q2 2026 in Review

Signature Wealth Management Partners opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,611 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings. This is a return to the name: Signature Wealth Management Partners previously reported a position in JEPQ as recently as Q4 2025.

Signature Wealth Management Partners first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Signature Wealth Management Partners held 3,611 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $222K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Signature Wealth Management Partners position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Signature Wealth Management Partners's portfolio in Q2 2026, its #113 holding.
  • Signature Wealth Management Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 785 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.