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 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspan Partners's JEPQ Position: Q1 2026 in Review

Wealthspan Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.4% in Q1 2026, buying an estimated $72.1K and bringing the position to 18,079 shares worth $1M. The position accounts for 0.35% of the portfolio, ranked #52.

Wealthspan Partners first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Wealthspan Partners held 18,079 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1M as of Q1 2026.
Wealthspan Partners bought 1,246 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $72.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.35% of Wealthspan Partners's portfolio in Q1 2026, its #52 holding.
Wealthspan Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.