Unique Wealth
JEPQ icon

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

Unique Wealth’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 		$749K Buy
12,227
+5,530
+83% +$330K 0.09% 119
2026
Q2 		$412K Buy
+6,697
New +$397K 0.05% 152

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
James Reed Financial Services
James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Unique Wealth's JEPQ Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 83% in Q3 2026, buying an estimated $330K and bringing the position to 12,227 shares worth $749K. The position accounts for 0.09% of the portfolio, ranked #119.

Unique Wealth first reported a position in JEPQ in Q2 2026 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Unique Wealth held 12,227 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $749K as of Q3 2026.
  • Unique Wealth bought 5,530 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $330K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Unique Wealth's portfolio in Q3 2026, its #119 holding.
  • Unique Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 470 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.