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Triad Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Triad Wealth Partners’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 		$437K Buy
7,863
+2,407
+44% +$139K 0.03% 305
2025
Q4 		$317K Sell
5,456
-1,612
-23% -$93.7K 0.03% 371
2025
Q3 		$407K Buy
+7,068
New +$392K 0.05% 235

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Triad Wealth Partners's JEPQ Position: Q1 2026 in Review

Triad Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 44% in Q1 2026, buying an estimated $139K and bringing the position to 7,863 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #305.

Triad Wealth Partners first reported a position in JEPQ in Q3 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Triad Wealth Partners held 7,863 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $437K as of Q1 2026.
  • Triad Wealth Partners bought 2,407 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $139K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #305 holding.
  • Triad Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.