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

Summit 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
Q2 		$3.85M Buy
62,711
+7,556
+14% +$448K 0.55% 48
2026
Q1 		$3.06M Buy
55,155
+2,845
+5% +$165K 0.48% 50
2025
Q4 		$3.04M Buy
52,310
+1,174
+2% +$68.2K 0.56% 42
2025
Q3 		$2.94M Buy
51,136
+1,951
+4% +$108K 0.53% 44
2025
Q2 		$2.68M Buy
49,185
+8,693
+21% +$448K 0.51% 45
2025
Q1 		$2.1M Buy
40,492
+3,051
+8% +$170K 0.43% 50
2024
Q4 		$2.11M Sell
37,441
-378
-1% -$21.2K 0.43% 47
2024
Q3 		$2.08M Buy
37,819
+7,323
+24% +$393K 0.4% 53
2024
Q2 		$1.69M Buy
30,496
+6,913
+29% +$372K 0.35% 56
2024
Q1 		$1.28M Sell
23,583
-807
-3% -$42.1K 0.27% 66
2023
Q4 		$1.22M Buy
24,390
+3,097
+15% +$149K 0.28% 61
2023
Q3 		$999K Buy
21,293
+2,587
+14% +$125K 0.26% 62
2023
Q2 		$905K Buy
18,706
+1,199
+7% +$55.4K 0.23% 69
2023
Q1 		$789K Buy
17,507
+614
+4% +$26.3K 0.2% 82
2022
Q4 		$689K Buy
16,893
+9,192
+119% +$391K 0.18% 80
2022
Q3 		$321K Buy
+7,701
New +$361K 0.09% 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

Summit Wealth Partners's JEPQ Position: Q2 2026 in Review

Summit Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q2 2026, buying an estimated $448K and bringing the position to 62,711 shares worth $3.85M. The position accounts for 0.55% of the portfolio, ranked #48.

Summit Wealth Partners first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. 1,027 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Summit Wealth Partners held 62,711 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.85M as of Q2 2026.
  • Summit Wealth Partners bought 7,556 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $448K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.55% of Summit Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Summit Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,027 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.