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

WealthShield 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
Q1 		$440K Buy
7,917
+1,663
+27% +$96.2K 0.05% 251
2025
Q4 		$363K Sell
6,254
-140
-2% -$8.13K 0.04% 268
2025
Q3 		$368K Sell
6,394
-836
-12% -$46.4K 0.04% 263
2025
Q2 		$393K Sell
7,230
-1,421
-16% -$73.2K 0.05% 256
2025
Q1 		$448K Buy
8,651
+207
+2% +$11.5K 0.06% 230
2024
Q4 		$480K Buy
8,444
+734
+10% +$41.2K 0.07% 216
2024
Q3 		$424K Buy
7,710
+137
+2% +$7.35K 0.06% 222
2024
Q2 		$420K Sell
7,573
-320
-4% -$17.2K 0.06% 214
2024
Q1 		$428K Sell
7,893
-712
-8% -$37.2K 0.07% 205
2023
Q4 		$433K Buy
8,605
+112
+1% +$5.41K 0.07% 212
2023
Q3 		$399K Buy
8,493
+194
+2% +$9.35K 0.06% 221
2023
Q2 		$401K Buy
8,299
+1,879
+29% +$86.9K 0.06% 221
2023
Q1 		$289K Sell
6,420
-675
-10% -$28.9K 0.05% 258
2022
Q4 		$294K Buy
7,095
+1,593
+29% +$67.7K 0.06% 245
2022
Q3 		$229K Buy
5,502
+173
+3% +$8.1K 0.05% 275
2022
Q2 		$244K Buy
+5,329
New +$252K 0.05% 269

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthShield Partners's JEPQ Position: Q1 2026 in Review

WealthShield Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 27% in Q1 2026, buying an estimated $96.2K and bringing the position to 7,917 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #251.

WealthShield Partners first reported a position in JEPQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $480K in Q4 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • WealthShield Partners held 7,917 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $440K as of Q1 2026.
  • WealthShield Partners bought 1,663 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $96.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #251 holding.
  • WealthShield Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
  • WealthShield Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $480K in Q4 2024.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.