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 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 $1.66T 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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s JEPQ Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 92% in Q1 2026, buying an estimated $294K and bringing the position to 10,602 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Wealthspire Advisors (New York) first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.8M in Q2 2024. 964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Wealthspire Advisors (New York) held 10,602 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $589K as of Q1 2026.
Wealthspire Advisors (New York) bought 5,088 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $294K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #530 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.8M in Q2 2024.
964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.