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

Stratos Wealth Partners’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 		$8.72M Buy
157,056
+31,374
+25% +$1.81M 0.1% 220
2025
Q4 		$7.3M Sell
125,682
-16,689
-12% -$970K 0.08% 245
2025
Q3 		$8.19M Buy
142,371
+8,791
+7% +$488K 0.1% 218
2025
Q2 		$7.27M Buy
133,580
+11,314
+9% +$583K 0.1% 211
2025
Q1 		$6.33M Buy
122,266
+4,475
+4% +$249K 0.1% 213
2024
Q4 		$6.64M Buy
117,791
+7,929
+7% +$445K 0.09% 214
2024
Q3 		$6.03M Buy
109,862
+31,612
+40% +$1.7M 0.09% 232
2024
Q2 		$4.34M Buy
78,250
+19,961
+34% +$1.07M 0.07% 275
2024
Q1 		$3.16M Buy
58,289
+14,469
+33% +$756K 0.05% 333
2023
Q4 		$2.19M Buy
43,820
+6,467
+17% +$312K 0.04% 395
2023
Q3 		$1.75M Buy
37,353
+27,475
+278% +$1.32M 0.04% 402
2023
Q2 		$478K Buy
9,878
+4,984
+102% +$230K 0.01% 779
2023
Q1 		$221K Buy
+4,894
New +$210K 0.01% 1003

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stratos Wealth Partners's JEPQ Position: Q1 2026 in Review

Stratos Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 25% in Q1 2026, buying an estimated $1.81M and bringing the position to 157,056 shares worth $8.72M. The position accounts for 0.1% of the portfolio, ranked #220.

Stratos Wealth Partners first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Stratos Wealth Partners held 157,056 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.72M as of Q1 2026.
  • Stratos Wealth Partners bought 31,374 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.81M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Stratos Wealth Partners's portfolio in Q1 2026, its #220 holding.
  • Stratos Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.