Wealthspire Advisors (New York)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Wealthspire Advisors (New York)’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	$2.04M	Buy	33,197 +22,595	+213%	+$1.34M	0.01%	412
2026 Q1	$589K	Buy	10,602 +5,088	+92%	+$294K	﹤0.01%	530
2025 Q4	$320K	Buy	5,514 +91	+2%	+$5.29K	﹤0.01%	777
2025 Q3	$312K	Buy	5,423 +1,049	+24%	+$58.2K	﹤0.01%	649
2025 Q2	$238K	Sell	4,374 -56,721	-93%	-$2.92M	﹤0.01%	734
2025 Q1	$3.16M	Buy	61,095 +491	+0.8%	+$27.3K	0.02%	202
2024 Q4	$3.42M	Sell	60,604 -3,498	-5%	-$196K	0.03%	180
2024 Q3	$3.52M	Sell	64,102 -4,307	-6%	-$231K	0.04%	171
2024 Q2	$3.8M	Buy	+68,409	New	+$3.68M	0.05%	136

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 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s JEPQ Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 213% in Q2 2026, buying an estimated $1.34M and bringing the position to 33,197 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #412.

Wealthspire Advisors (New York) first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.8M in Q2 2024. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Wealthspire Advisors (New York) held 33,197 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.04M as of Q2 2026.
Wealthspire Advisors (New York) bought 22,595 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.34M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #412 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.8M in Q2 2024.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.