Wealthcare Advisory Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Wealthcare Advisory 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	$8.14M	Buy	132,470 +4,335	+3%	+$257K	0.15%	127
2026 Q1	$7.11M	Sell	128,135 -1,766	-1%	-$102K	0.14%	136
2025 Q4	$7.55M	Buy	129,901 +5,705	+5%	+$331K	0.15%	126
2025 Q3	$7.14M	Buy	124,196 +3,701	+3%	+$205K	0.15%	127
2025 Q2	$6.55M	Buy	120,495 +16,194	+16%	+$835K	0.15%	124
2025 Q1	$5.4M	Buy	104,301 +15,600	+18%	+$869K	0.14%	126
2024 Q4	$5M	Buy	88,701 +21,985	+33%	+$1.23M	0.14%	140
2024 Q3	$3.66M	Buy	66,716 +4,231	+7%	+$227K	0.1%	171
2024 Q2	$3.47M	Buy	62,485 +12,395	+25%	+$666K	0.11%	150
2024 Q1	$2.72M	Buy	+50,090	New	+$2.62M	0.09%	188

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners's JEPQ Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.4% in Q2 2026, buying an estimated $257K and bringing the position to 132,470 shares worth $8.14M. The position accounts for 0.15% of the portfolio, ranked #127.

Wealthcare Advisory Partners first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 273 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Wealthcare Advisory Partners held 132,470 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.14M as of Q2 2026.
Wealthcare Advisory Partners bought 4,335 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $257K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #127 holding.
Wealthcare Advisory Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.