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 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 $1.66T 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

Tradition Wealth Management's JEPQ Position: Q1 2026 in Review

Tradition Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.7% in Q1 2026, selling an estimated $269K and leaving 64,619 shares worth $3.59M. The position accounts for 0.26% of the portfolio, ranked #86.

Tradition Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.2M in Q2 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Tradition Wealth Management held 64,619 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.59M as of Q1 2026.
Tradition Wealth Management sold 4,644 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $269K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.26% of Tradition Wealth Management's portfolio in Q1 2026, its #86 holding.
Tradition Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
Tradition Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $12.2M in Q2 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.