Total Clarity Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Total Clarity 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 Q1	$795K	Buy	14,312 +1,250	+10%	+$72.3K	0.19%	132
2025 Q4	$759K	Buy	13,062 +31	+0.2%	+$1.8K	0.18%	138
2025 Q3	$750K	Buy	13,031 +423	+3%	+$23.5K	0.2%	129
2025 Q2	$686K	Sell	12,608 -29,160	-70%	-$1.5M	0.2%	123
2025 Q1	$2.35M	Hold	41,768	–	–	0.77%	38
2024 Q4	$2.35M	Sell	41,768 -46,495	-53%	-$2.61M	0.77%	38
2024 Q3	$4.85M	Buy	88,263 +2,141	+2%	+$115K	1.56%	9
2024 Q2	$4.78M	Sell	86,122 -8,044	-9%	-$432K	1.66%	10
2024 Q1	$5.11M	Buy	94,166 +19,069	+25%	+$996K	1.78%	8
2023 Q4	$3.75M	Buy	75,097 +30,730	+69%	+$1.48M	1.54%	10
2023 Q3	$2.08M	Buy	44,367 +20,629	+87%	+$994K	1%	20
2023 Q2	$1.15M	Buy	23,738 +4,848	+26%	+$224K	0.57%	51
2023 Q1	$852K	Buy	+18,890	New	+$809K	0.46%	58

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

Total Clarity Wealth Management's JEPQ Position: Q1 2026 in Review

Total Clarity Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.6% in Q1 2026, buying an estimated $72.3K and bringing the position to 14,312 shares worth $795K. The position accounts for 0.19% of the portfolio, ranked #132.

Total Clarity Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.11M in Q1 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Total Clarity Wealth Management held 14,312 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $795K as of Q1 2026.
Total Clarity Wealth Management bought 1,250 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $72.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Total Clarity Wealth Management's portfolio in Q1 2026, its #132 holding.
Total Clarity Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
Total Clarity Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.11M in Q1 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.