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

StrongBox 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	$131K	Buy	+2,125	New	+$126K	0.04%	118

Other funds holding JEPQ

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

StrongBox Wealth's JEPQ Position: Q2 2026 in Review

StrongBox Wealth opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 2,125 shares worth $131K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings.

363 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

StrongBox Wealth held 2,125 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $131K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new StrongBox Wealth position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of StrongBox Wealth's portfolio in Q2 2026, its #118 holding.
363 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.