TrueWealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

TrueWealth Advisors’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	$2.65M	Sell	43,088 -471	-1%	-$27.9K	0.6%	27
2026 Q1	$2.42M	Sell	43,559 -912	-2%	-$52.7K	0.61%	28
2025 Q4	$2.58M	Buy	44,471 +1,795	+4%	+$104K	0.67%	30
2025 Q3	$2.45M	Buy	42,676 +1,886	+5%	+$105K	0.66%	31
2025 Q2	$2.22M	Buy	40,790 +2,322	+6%	+$120K	0.66%	31
2025 Q1	$1.99M	Buy	38,468 +2,044	+6%	+$114K	0.65%	34
2024 Q4	$2.05M	Buy	36,424 +3,691	+11%	+$207K	0.69%	32
2024 Q3	$1.8M	Buy	32,733 +2,433	+8%	+$130K	0.6%	35
2024 Q2	$1.68M	Buy	30,300 +4,282	+16%	+$230K	0.62%	33
2024 Q1	$1.41M	Buy	26,018 +2,399	+10%	+$125K	0.54%	39
2023 Q4	$1.18M	Buy	23,619 +3,224	+16%	+$156K	0.46%	42
2023 Q3	$957K	Buy	20,395 +3,568	+21%	+$172K	0.4%	48
2023 Q2	$814K	Buy	16,827 +9,719	+137%	+$449K	0.33%	58
2023 Q1	$320K	Buy	+7,108	New	+$305K	0.13%	125

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

TrueWealth Advisors's JEPQ Position: Q2 2026 in Review

TrueWealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.1% in Q2 2026, selling an estimated $27.9K and leaving 43,088 shares worth $2.65M. The position accounts for 0.6% of the portfolio, ranked #27.

TrueWealth Advisors first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 1,025 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

TrueWealth Advisors held 43,088 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.65M as of Q2 2026.
TrueWealth Advisors sold 471 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $27.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.6% of TrueWealth Advisors's portfolio in Q2 2026, its #27 holding.
TrueWealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,025 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.