Wealthfront Advisers
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Wealthfront Advisers’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Wealthfront Advisers’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 		$21.3M Buy
346,859
+14,844
+4% +$881K 0.04% 150
2026
Q1 		$18.4M Buy
332,015
+38,788
+13% +$2.24M 0.04% 158
2025
Q4 		$17M Buy
293,227
+26,389
+10% +$1.53M 0.04% 154
2025
Q3 		$15.3M Sell
266,838
-6,406
-2% -$356K 0.04% 157
2025
Q2 		$14.9M Buy
273,244
+58,555
+27% +$3.02M 0.04% 152
2025
Q1 		$11.1M Buy
214,689
+61,059
+40% +$3.4M 0.03% 184
2024
Q4 		$8.66M Buy
153,630
+39,480
+35% +$2.22M 0.03% 208
2024
Q3 		$6.27M Buy
114,150
+11,205
+11% +$601K 0.02% 254
2024
Q2 		$5.71M Buy
102,945
+28,803
+39% +$1.55M 0.02% 242
2024
Q1 		$4.02M Buy
74,142
+32,893
+80% +$1.72M 0.01% 319
2023
Q4 		$2.06M Buy
+41,249
New +$1.99M 0.01% 455

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

Wealthfront Advisers's JEPQ Position: Q2 2026 in Review

Wealthfront Advisers increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.5% in Q2 2026, buying an estimated $881K and bringing the position to 346,859 shares worth $21.3M. The position accounts for 0.04% of the portfolio, ranked #150.

Wealthfront Advisers first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Wealthfront Advisers held 346,859 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $21.3M as of Q2 2026.
  • Wealthfront Advisers bought 14,844 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $881K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Wealthfront Advisers's portfolio in Q2 2026, its #150 holding.
  • Wealthfront Advisers first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.