Walkner Condon Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Walkner Condon Financial 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	$318K	Hold	5,171	–	–	0.04%	253
2026 Q1	$287K	Hold	5,171	–	–	0.04%	250
2025 Q4	$301K	Hold	5,171	–	–	0.04%	244
2025 Q3	$297K	Sell	5,171 -475	-8%	-$26.4K	0.05%	233
2025 Q2	$307K	Sell	5,646 -5,620	-50%	-$290K	0.06%	214
2025 Q1	$583K	Sell	11,266 -2,792	-20%	-$156K	0.12%	135
2024 Q4	$793K	Sell	14,058 -5,262	-27%	-$295K	0.16%	112
2024 Q3	$1.06M	Buy	19,320 +2,244	+13%	+$120K	0.22%	94
2024 Q2	$948K	Sell	17,076 -19	-0.1%	-$1.02K	0.2%	97
2024 Q1	$927K	Buy	17,095 +3,775	+28%	+$197K	0.2%	101
2023 Q4	$665K	Buy	+13,320	New	+$643K	0.15%	122

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

Walkner Condon Financial Advisors's JEPQ Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 5,171 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #253.

Walkner Condon Financial Advisors first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Walkner Condon Financial Advisors held 5,171 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $318K as of Q2 2026.
Walkner Condon Financial Advisors left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #253 holding.
Walkner Condon Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Walkner Condon Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.06M in Q3 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.