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Strait & Sound Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Strait & Sound 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 		$437K Buy
7,104
+1,074
+18% +$63.7K 0.15% 105
2026
Q1 		$335K Buy
6,030
+362
+6% +$20.9K 0.12% 121
2025
Q4 		$329K Buy
5,668
+576
+11% +$33.5K 0.12% 117
2025
Q3 		$293K Buy
+5,092
New +$283K 0.11% 120

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strait & Sound Wealth Management's JEPQ Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 18% in Q2 2026, buying an estimated $63.7K and bringing the position to 7,104 shares worth $437K. The position accounts for 0.15% of the portfolio, ranked #105.

Strait & Sound Wealth Management first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Strait & Sound Wealth Management held 7,104 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $437K as of Q2 2026.
  • Strait & Sound Wealth Management bought 1,074 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $63.7K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Strait & Sound Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.