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

Simplicity Wealth’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 		$1.71M Buy
+27,804
New +$1.65M 0.06% 310
2025
Q4 		– Sell
-27,109
Closed -$1.56M – 737
2025
Q3 		$1.56M Buy
+27,109
New +$1.5M 0.09% 218

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Simplicity Wealth's JEPQ Position: Q2 2026 in Review

Simplicity Wealth opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 27,804 shares worth $1.71M. The stake represents 0.06% of the portfolio and ranks #310 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in JEPQ as recently as Q3 2025.

Simplicity Wealth first reported a position in JEPQ in Q3 2025 and has held it in 2 quarters since. 729 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Simplicity Wealth held 27,804 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.71M as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Simplicity Wealth position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #310 holding.
  • Simplicity Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 729 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.