Wealth Enhancement Advisory Services
JEPQ icon

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

Wealth Enhancement Advisory Services’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 		$21.7M Sell
358,660
-22,171
-6% -$1.32M 0.04% 411
2026
Q1 		$21.2M Sell
380,831
-220,429
-37% -$12.7M 0.04% 375
2025
Q4 		$35.4M Sell
601,260
-233,632
-28% -$13.6M 0.05% 330
2025
Q3 		$47.9M Sell
834,892
-366,543
-31% -$20.3M 0.07% 241
2025
Q2 		$65.1M Sell
1,201,435
-7,902
-0.7% -$407K 0.11% 185
2025
Q1 		$62.6M Buy
1,209,337
+150,128
+14% +$8.36M 0.12% 170
2024
Q4 		$59.7M Buy
1,059,209
+374,285
+55% +$21M 0.11% 173
2024
Q3 		$37.6M Buy
684,924
+296,562
+76% +$15.9M 0.08% 235
2024
Q2 		$21.6M Buy
388,362
+316,712
+442% +$17M 0.05% 314
2024
Q1 		$3.89M Buy
71,650
+27,547
+62% +$1.44M 0.01% 732
2023
Q4 		$2.2M Buy
44,103
+6,842
+18% +$330K 0.01% 868
2023
Q3 		$1.75M Buy
+37,261
New +$1.79M 0.01% 903

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 Enhancement Advisory Services's JEPQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.8% in Q2 2026, selling an estimated $1.32M and leaving 358,660 shares worth $21.7M. The position accounts for 0.04% of the portfolio, ranked #411.

Wealth Enhancement Advisory Services first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $65.1M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 358,660 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $21.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 22,171 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.32M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #411 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $65.1M in Q2 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.