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

Visionary 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 Q2	$2.09M	Sell	33,991 -13,442	-28%	-$798K	0.08%	207
2026 Q1	$2.63M	Sell	47,433 -28,478	-38%	-$1.65M	0.12%	173
2025 Q4	$4.41M	Sell	75,911 -7	-0%	-$407	0.2%	123
2025 Q3	$4.37M	Sell	75,918 -8,767	-10%	-$487K	0.2%	115
2025 Q2	$4.61M	Sell	84,685 -15,544	-16%	-$801K	0.24%	103
2025 Q1	$5.19M	Buy	100,229 +30,844	+44%	+$1.72M	0.31%	85
2024 Q4	$3.91M	Sell	69,385 -5,328	-7%	-$299K	0.23%	112
2024 Q3	$4.1M	Buy	74,713 +34,426	+85%	+$1.85M	0.25%	103
2024 Q2	$2.24M	Buy	+40,287	New	+$2.17M	0.15%	155

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

Visionary Wealth Advisors's JEPQ Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 28% in Q2 2026, selling an estimated $798K and leaving 33,991 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #207.

Visionary Wealth Advisors first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.19M in Q1 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Visionary Wealth Advisors held 33,991 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.09M as of Q2 2026.
Visionary Wealth Advisors sold 13,442 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $798K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Visionary Wealth Advisors's portfolio in Q2 2026, its #207 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Visionary Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.19M in Q1 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.