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

Tradition 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 Q2	$4.43M	Buy	72,048 +7,429	+11%	+$441K	0.27%	83
2026 Q1	$3.59M	Sell	64,619 -4,644	-7%	-$269K	0.26%	86
2025 Q4	$4.03M	Sell	69,263 -62,315	-47%	-$3.62M	0.29%	82
2025 Q3	$7.57M	Sell	131,578 -92,111	-41%	-$5.11M	0.56%	44
2025 Q2	$12.2M	Buy	223,689 +7,119	+3%	+$367K	0.97%	29
2025 Q1	$11.2M	Buy	216,570 +17,994	+9%	+$1M	0.99%	29
2024 Q4	$11.2M	Buy	198,576 +39,642	+25%	+$2.23M	0.99%	30
2024 Q3	$8.73M	Buy	158,934 +8,540	+6%	+$458K	0.78%	36
2024 Q2	$8.35M	Buy	150,394 +107,816	+253%	+$5.79M	0.81%	34
2024 Q1	$2.31M	Sell	42,578 -130	-0.3%	-$6.79K	0.23%	86
2023 Q4	$2.13M	Buy	42,708 +880	+2%	+$42.5K	0.22%	85
2023 Q3	$1.96M	Buy	41,828 +1,088	+3%	+$52.4K	0.23%	77
2023 Q2	$1.97M	Buy	40,740 +5,720	+16%	+$264K	0.23%	84
2023 Q1	$1.58M	Buy	+35,020	New	+$1.5M	0.2%	92

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

Tradition Wealth Management's JEPQ Position: Q2 2026 in Review

Tradition Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q2 2026, buying an estimated $441K and bringing the position to 72,048 shares worth $4.43M. The position accounts for 0.27% of the portfolio, ranked #83.

Tradition Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.2M in Q2 2025. 1,027 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Tradition Wealth Management held 72,048 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.43M as of Q2 2026.
Tradition Wealth Management bought 7,429 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $441K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.27% of Tradition Wealth Management's portfolio in Q2 2026, its #83 holding.
Tradition Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Tradition Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $12.2M in Q2 2025.
1,027 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.