Tradewinds Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tradewinds Capital 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	$6.15K	Hold	100	–	–	﹤0.01%	448
2026 Q1	$5.55K	Hold	100	–	–	﹤0.01%	451
2025 Q4	$5.81K	Hold	100	–	–	﹤0.01%	435
2025 Q3	$5.75K	Hold	100	–	–	﹤0.01%	423
2025 Q2	$5.44K	Hold	100	–	–	﹤0.01%	402
2025 Q1	$5.18K	Hold	100	–	–	﹤0.01%	415
2024 Q4	$5.64K	Buy	+100	New	+$5.61K	﹤0.01%	422

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tradewinds Capital Management's JEPQ Position: Q2 2026 in Review

Tradewinds Capital Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 100 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Tradewinds Capital Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Tradewinds Capital Management held 100 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.15K as of Q2 2026.
Tradewinds Capital Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #448 holding.
Tradewinds Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.