Valley Wealth Managers
JEPQ icon

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

Valley Wealth Managers’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 		$25.7K Buy
+420
New +$25.1K ﹤0.01% 251

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
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
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Valley Wealth Managers's JEPQ Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 420 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #251 among its holdings.

362 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Valley Wealth Managers held 420 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $25.7K as of Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Valley Wealth Managers position in Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #251 holding.
  • 362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.