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Sound Income Strategies’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sound Income Strategies’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 		$628K Buy
10,211
+1,792
+21% +$106K 0.03% 258
2026
Q1 		$467K Buy
8,419
+432
+5% +$25K 0.02% 259
2025
Q4 		$471K Buy
7,987
+68
+0.9% +$3.95K 0.02% 261
2025
Q3 		$456K Sell
7,919
-394
-5% -$21.9K 0.02% 196
2025
Q2 		$452K Buy
8,313
+315
+4% +$16.2K 0.03% 197
2025
Q1 		$414K Buy
7,998
+2,808
+54% +$156K 0.02% 199
2024
Q4 		$293K Sell
5,190
-45
-0.9% -$2.53K 0.02% 204
2024
Q3 		$288K Buy
5,235
+738
+16% +$39.6K 0.02% 199
2024
Q2 		$250K Buy
4,497
+1,843
+69% +$99.1K 0.02% 209
2024
Q1 		$144K Buy
2,654
+329
+14% +$17.2K 0.01% 257
2023
Q4 		$116K Buy
2,325
+317
+16% +$15.3K 0.01% 262
2023
Q3 		$94.2K Buy
2,008
+59
+3% +$2.84K 0.01% 219
2023
Q2 		$94.3K Buy
+1,949
New +$90.1K 0.01% 222

Other funds holding JEPQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sound Income Strategies's JEPQ Position: Q2 2026 in Review

Sound Income Strategies increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 21% in Q2 2026, buying an estimated $106K and bringing the position to 10,211 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #258.

Sound Income Strategies first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 829 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Sound Income Strategies held 10,211 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $628K as of Q2 2026.
  • Sound Income Strategies bought 1,792 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $106K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #258 holding.
  • Sound Income Strategies first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 829 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.