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

Wealth Advisors of Iowa’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 		$41.4M Buy
674,013
+38,926
+6% +$2.31M 11.22% 1
2026
Q1 		$35.3M Buy
635,087
+16,125
+3% +$933K 10.91% 2
2025
Q4 		$36M Buy
618,962
+21,516
+4% +$1.25M 11.81% 1
2025
Q3 		$34.4M Buy
597,446
+144,405
+32% +$8.02M 11.7% 1
2025
Q2 		$24.6M Buy
453,041
+381,812
+536% +$19.7M 9.21% 3
2025
Q1 		$3.69M Sell
71,229
-65,862
-48% -$3.67M 1.59% 11
2024
Q4 		$7.73M Buy
137,091
+20,737
+18% +$1.16M 3.9% 8
2024
Q3 		$6.39M Buy
+116,354
New +$6.24M 3.25% 9
2024
Q2 		– Sell
-50,622
Closed -$2.75M – 60
2024
Q1 		$2.75M Buy
50,622
+4,592
+10% +$240K 1.67% 10
2023
Q4 		$2.3M Buy
46,030
+24,139
+110% +$1.17M 1.54% 10
2023
Q3 		$1.03M Buy
21,891
+7,542
+53% +$363K 0.72% 18
2023
Q2 		$694K Buy
+14,349
New +$663K 0.5% 21

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

Wealth Advisors of Iowa's JEPQ Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.1% in Q2 2026, buying an estimated $2.31M and bringing the position to 674,013 shares worth $41.4M. The position accounts for 11.22% of the portfolio, ranked #1.

Wealth Advisors of Iowa first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Wealth Advisors of Iowa held 674,013 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $41.4M as of Q2 2026.
  • Wealth Advisors of Iowa bought 38,926 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.31M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 11.22% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #1 holding.
  • Wealth Advisors of Iowa first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.