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Websterrogers Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Websterrogers Financial Advisors’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 		$233K Hold
3,799
– – 0.06% 91
2026
Q1 		$211K Buy
+3,799
New +$220K 0.06% 92

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Websterrogers Financial Advisors's JEPQ Position: Q2 2026 in Review

Websterrogers Financial Advisors held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 3,799 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #91.

Websterrogers Financial Advisors first reported a position in JEPQ in Q1 2026 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Websterrogers Financial Advisors held 3,799 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $233K as of Q2 2026.
  • Websterrogers Financial Advisors left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Websterrogers Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.