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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
Q2 		– Sell
-7,917
Closed -$440K – 505
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 $1.89T 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

WealthShield Partners's JEPQ Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 7,917 shares — an estimated $440K sold.

WealthShield Partners first reported a position in JEPQ in Q2 2022 and held it in 16 quarters. The position peaked at $480K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • WealthShield Partners reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 7,917 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $440K.
  • WealthShield Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and held it in 16 quarters.
  • WealthShield Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $480K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.