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

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

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. 1,024 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.
1,024 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.