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

Wealthspan 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	$1.28M	Buy	20,754 +2,675	+15%	+$159K	0.4%	46
2026 Q1	$1M	Buy	18,079 +1,246	+7%	+$72.1K	0.35%	52
2025 Q4	$978K	Buy	16,833 +3,125	+23%	+$182K	0.36%	49
2025 Q3	$788K	Buy	13,708 +4,630	+51%	+$257K	0.3%	53
2025 Q2	$494K	Buy	9,078 +1,497	+20%	+$77.2K	0.2%	71
2025 Q1	$393K	Buy	7,581 +3,328	+78%	+$185K	0.18%	71
2024 Q4	$240K	Buy	+4,253	New	+$239K	0.11%	97

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

Wealthspan Partners's JEPQ Position: Q2 2026 in Review

Wealthspan Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 15% in Q2 2026, buying an estimated $159K and bringing the position to 20,754 shares worth $1.28M. The position accounts for 0.4% of the portfolio, ranked #46.

Wealthspan Partners first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Wealthspan Partners held 20,754 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.28M as of Q2 2026.
Wealthspan Partners bought 2,675 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $159K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.4% of Wealthspan Partners's portfolio in Q2 2026, its #46 holding.
Wealthspan Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.