Wealth Management Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Wealth Management Partners’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	$529K	Sell	8,611 -10,574	-55%	-$627K	0.12%	112
2026 Q1	$1.07M	Buy	19,185 +1,164	+6%	+$67.3K	0.3%	71
2025 Q4	$1.05M	Sell	18,021 -287	-2%	-$16.7K	0.3%	67
2025 Q3	$1.05M	Buy	18,308 +3,468	+23%	+$193K	0.33%	61
2025 Q2	$802K	Buy	14,840 +10,519	+243%	+$542K	0.28%	72
2025 Q1	$224K	Buy	+4,321	New	+$241K	0.1%	109
2024 Q3	–	Sell	-3,955	Closed	-$219K	–	116
2024 Q2	$219K	Buy	3,955 +4	+0.1%	+$215	0.11%	102
2024 Q1	$214K	Buy	+3,951	New	+$206K	0.11%	111

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

Wealth Management Partners's JEPQ Position: Q2 2026 in Review

Wealth Management Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 55% in Q2 2026, selling an estimated $627K and leaving 8,611 shares worth $529K. The position accounts for 0.12% of the portfolio, ranked #112.

Wealth Management Partners first reported a position in JEPQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Wealth Management Partners held 8,611 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $529K as of Q2 2026.
Wealth Management Partners sold 10,574 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $627K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Wealth Management Partners's portfolio in Q2 2026, its #112 holding.
Wealth Management Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
Wealth Management Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.07M in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.