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

StackStone 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 Q3	$2.9M	Buy	+47,293	New	+$2.82M	0.29%	94

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

StackStone Wealth's JEPQ Position: Q3 2026 in Review

StackStone Wealth opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 47,293 shares worth $2.9M. The stake represents 0.29% of the portfolio and ranks #94 among its holdings.

458 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

StackStone Wealth held 47,293 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.9M as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new StackStone Wealth position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.29% of StackStone Wealth's portfolio in Q3 2026, its #94 holding.
458 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.