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

SteelPeak 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	$950K	Sell	15,454 -4	-0%	-$237	0.02%	318
2026 Q1	$858K	Buy	15,458 +3,256	+27%	+$188K	0.03%	311
2025 Q4	$716K	Sell	12,202 -12,140	-50%	-$705K	0.02%	312
2025 Q3	$1.4M	Sell	24,342 -17,286	-42%	-$960K	0.05%	253
2025 Q2	$2.26M	Buy	41,628 +1,205	+3%	+$62.1K	0.09%	178
2025 Q1	$2.09M	Buy	40,423 +22,174	+122%	+$1.24M	0.09%	178
2024 Q4	$1.04M	Buy	18,249 +5,584	+44%	+$313K	0.04%	245
2024 Q3	$696K	Buy	12,665 +5,230	+70%	+$281K	0.03%	267
2024 Q2	$413K	Buy	7,435 +384	+5%	+$20.6K	0.02%	339
2024 Q1	$382K	Buy	+7,051	New	+$368K	0.02%	330

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

SteelPeak Wealth's JEPQ Position: Q2 2026 in Review

SteelPeak Wealth reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.03% in Q2 2026, selling an estimated $237 and leaving 15,454 shares worth $950K. The position accounts for 0.02% of the portfolio, ranked #318.

SteelPeak Wealth first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.26M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

SteelPeak Wealth held 15,454 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $950K as of Q2 2026.
SteelPeak Wealth sold 4 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $237.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #318 holding.
SteelPeak Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
SteelPeak Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.26M in Q2 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.