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Twin Peaks Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Twin Peaks Wealth 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
Q1 		$11.1K Buy
+200
New +$11.6K ﹤0.01% 1007
2025
Q3 		– Sell
-462
Closed -$25.7K – 1172
2025
Q2 		$25.7K Buy
+462
New +$23.8K 0.01% 512

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

Twin Peaks Wealth Advisors's JEPQ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 200 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in JEPQ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in JEPQ in Q2 2025 and has held it in 2 quarters since. The position peaked at $25.7K in Q2 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 200 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $11.1K as of Q1 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1007 holding.
  • Twin Peaks Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $25.7K in Q2 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.