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

WCG 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	$4.93M	Buy	80,137 +8,028	+11%	+$476K	0.12%	172
2026 Q1	$4M	Buy	72,109 +1,836	+3%	+$106K	0.11%	179
2025 Q4	$4.08M	Buy	+70,273	New	+$4.08M	0.11%	172
2024 Q2	–	Sell	-175,261	Closed	-$9.51M	–	292
2024 Q1	$9.51M	Sell	175,261 -74,488	-30%	-$3.89M	0.79%	36
2023 Q4	$12.5M	Sell	249,749 -37,200	-13%	-$1.8M	0.92%	33
2023 Q3	$13.6M	Buy	286,949 +24,782	+9%	+$1.19M	1%	27
2023 Q2	$12.7M	Buy	262,167 +11,899	+5%	+$550K	1.48%	20
2023 Q1	$11.3M	Buy	+250,268	New	+$10.7M	1.45%	21

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

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

WCG Wealth Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q2 2026, buying an estimated $476K and bringing the position to 80,137 shares worth $4.93M. The position accounts for 0.12% of the portfolio, ranked #172.

WCG Wealth Advisors first reported a position in JEPQ in Q1 2023 and has held it in 8 quarters since. The position peaked at $13.6M in Q3 2023. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

WCG Wealth Advisors held 80,137 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.93M as of Q2 2026.
WCG Wealth Advisors bought 8,028 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $476K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of WCG Wealth Advisors's portfolio in Q2 2026, its #172 holding.
WCG Wealth Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 8 quarters since.
WCG Wealth Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $13.6M in Q3 2023.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.