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

SMART 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
Q1 		$268K Buy
4,832
+62
+1% +$3.59K 0.08% 182
2025
Q4 		$277K Sell
4,770
-93
-2% -$5.4K 0.08% 153
2025
Q3 		$280K Buy
4,863
+523
+12% +$29K 0.11% 118
2025
Q2 		$236K Buy
4,340
+245
+6% +$12.6K 0.07% 154
2025
Q1 		$212K Buy
+4,095
New +$228K 0.08% 148

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMART Wealth's JEPQ Position: Q1 2026 in Review

SMART Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.3% in Q1 2026, buying an estimated $3.59K and bringing the position to 4,832 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #182.

SMART Wealth first reported a position in JEPQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $280K in Q3 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • SMART Wealth held 4,832 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $268K as of Q1 2026.
  • SMART Wealth bought 62 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $3.59K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of SMART Wealth's portfolio in Q1 2026, its #182 holding.
  • SMART Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
  • SMART Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $280K in Q3 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.