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

Stillwater Wealth Management Group’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	$2.73M	Buy	49,206 +5,005	+11%	+$289K	1.69%	24
2025 Q4	$2.57M	Sell	44,201 -1,575	-3%	-$91.5K	1.74%	25
2025 Q3	$2.63M	Buy	+45,776	New	+$2.54M	1.84%	25
2025 Q1	$1.9M	Buy	36,606 +5,375	+17%	+$299K	1.64%	33
2024 Q4	$1.76M	Buy	+31,231	New	+$1.75M	1.58%	32

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Stillwater Wealth Management Group's JEPQ Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q1 2026, buying an estimated $289K and bringing the position to 49,206 shares worth $2.73M. The position accounts for 1.69% of the portfolio, ranked #24.

Stillwater Wealth Management Group first reported a position in JEPQ in Q4 2024 and has held it in 5 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Stillwater Wealth Management Group held 49,206 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.73M as of Q1 2026.
Stillwater Wealth Management Group bought 5,005 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $289K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.69% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #24 holding.
Stillwater Wealth Management Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.