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

VSM Wealth Advisory’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 		$217K Buy
3,535
+677
+24% +$40.2K 0.06% 107
2026
Q1 		$159K Buy
2,858
+76
+3% +$4.39K 0.05% 122
2025
Q4 		$162K Buy
2,782
+367
+15% +$21.3K 0.05% 117
2025
Q3 		$139K Buy
2,415
+372
+18% +$20.6K 0.04% 110
2025
Q2 		$111K Buy
2,043
+174
+9% +$8.97K 0.04% 128
2025
Q1 		$96.8K Buy
1,869
+38
+2% +$2.12K 0.03% 129
2024
Q4 		$103K Buy
+1,831
New +$103K 0.04% 129

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

VSM Wealth Advisory's JEPQ Position: Q2 2026 in Review

VSM Wealth Advisory increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 24% in Q2 2026, buying an estimated $40.2K and bringing the position to 3,535 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #107.

VSM Wealth Advisory first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • VSM Wealth Advisory held 3,535 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $217K as of Q2 2026.
  • VSM Wealth Advisory bought 677 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $40.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of VSM Wealth Advisory's portfolio in Q2 2026, its #107 holding.
  • VSM Wealth Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.