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

Silverlake 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	$692K	Buy	12,462 +260	+2%	+$15K	0.14%	163
2025 Q4	$709K	Buy	12,202 +1,772	+17%	+$103K	0.16%	154
2025 Q3	$600K	Sell	10,430 -10,566	-50%	-$586K	0.15%	161
2025 Q2	$1.14M	Buy	20,996 +3,115	+17%	+$161K	0.33%	92
2025 Q1	$926K	Sell	17,881 -635	-3%	-$35.4K	0.35%	77
2024 Q4	$1.04M	Sell	18,516 -1,818	-9%	-$102K	0.4%	69
2024 Q3	$1.12M	Buy	20,334 +2,192	+12%	+$118K	0.42%	66
2024 Q2	$1.01M	Buy	18,142 +3,833	+27%	+$206K	0.41%	66
2024 Q1	$776K	Buy	14,309 +9,880	+223%	+$516K	0.4%	64
2023 Q4	$221K	Sell	4,429 -5,515	-55%	-$266K	0.12%	200
2023 Q3	$467K	Buy	+9,944	New	+$479K	0.26%	101

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Silverlake Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.1% in Q1 2026, buying an estimated $15K and bringing the position to 12,462 shares worth $692K. The position accounts for 0.14% of the portfolio, ranked #163.

Silverlake Wealth Management first reported a position in JEPQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q2 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Silverlake Wealth Management held 12,462 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $692K as of Q1 2026.
Silverlake Wealth Management bought 260 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $15K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Silverlake Wealth Management's portfolio in Q1 2026, its #163 holding.
Silverlake Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
Silverlake Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.14M in Q2 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.