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

Spire 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 Q2	$9.82M	Buy	159,768 +19,111	+14%	+$1.13M	0.3%	78
2026 Q1	$7.81M	Buy	140,657 +30,560	+28%	+$1.77M	0.27%	81
2025 Q4	$6.4M	Buy	110,097 +58,060	+112%	+$3.37M	0.21%	96
2025 Q3	$2.99M	Sell	52,037 -13,387	-20%	-$743K	0.1%	173
2025 Q2	$3.56M	Sell	65,424 -4,266	-6%	-$220K	0.13%	138
2025 Q1	$3.61M	Buy	69,690 +12,037	+21%	+$670K	0.12%	159
2024 Q4	$3.25M	Buy	+57,653	New	+$3.24M	0.1%	174

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spire Wealth Management's JEPQ Position: Q2 2026 in Review

Spire Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q2 2026, buying an estimated $1.13M and bringing the position to 159,768 shares worth $9.82M. The position accounts for 0.3% of the portfolio, ranked #78.

Spire Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Spire Wealth Management held 159,768 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.82M as of Q2 2026.
Spire Wealth Management bought 19,111 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.13M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.3% of Spire Wealth Management's portfolio in Q2 2026, its #78 holding.
Spire Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.