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Vision Retirement’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Vision Retirement’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 		$12K Sell
196
-63
-24% -$3.74K ﹤0.01% 417
2026
Q1 		$14.4K Hold
259
– – ﹤0.01% 369
2025
Q4 		$15K Buy
+259
New +$15K ﹤0.01% 367

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vision Retirement's JEPQ Position: Q2 2026 in Review

Vision Retirement reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 24% in Q2 2026, selling an estimated $3.74K and leaving 196 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Vision Retirement first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $15K in Q4 2025. 992 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Vision Retirement held 196 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $12K as of Q2 2026.
  • Vision Retirement sold 63 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.74K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #417 holding.
  • Vision Retirement first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $15K in Q4 2025.
  • 992 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.