Tradition Wealth Management
JEPQ icon

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
Q3 		$3.37M Sell
54,988
-17,060
-24% -$1.02M 0.2% 100
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Tradition Wealth Management's JEPQ Position: Q3 2026 in Review

Tradition Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 24% in Q3 2026, selling an estimated $1.02M and leaving 54,988 shares worth $3.37M. The position accounts for 0.2% of the portfolio, ranked #100.

Tradition Wealth Management first reported a position in JEPQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $12.2M in Q2 2025. 954 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Tradition Wealth Management held 54,988 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.37M as of Q3 2026.
  • Tradition Wealth Management sold 17,060 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $1.02M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Tradition Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Tradition Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 15 quarters since.
  • Tradition Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $12.2M in Q2 2025.
  • 954 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.