Welch Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Welch Group’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 Q3	–	Sell	-3,950	Closed	-$243K	–	336
2026 Q2	$243K	Hold	3,950	–	–	0.01%	280
2026 Q1	$219K	Hold	3,950	–	–	0.01%	284
2025 Q4	$230K	Hold	3,950	–	–	0.01%	282
2025 Q3	$227K	Hold	3,950	–	–	0.01%	269
2025 Q2	$215K	Hold	3,950	–	–	0.01%	259
2025 Q1	$205K	Sell	3,950 -1,300	-25%	-$72.4K	0.01%	245
2024 Q4	$300K	Buy	+5,250	New	+$295K	0.01%	207

Other funds holding JEPQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Welch Group's JEPQ Position: Q3 2026 in Review

Welch Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026, closing a stake of 3,950 shares — an estimated $243K sold.

Welch Group first reported a position in JEPQ in Q4 2024 and held it in 7 quarters. The position peaked at $300K in Q4 2024. 685 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Welch Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2026 after selling out during the quarter.
Welch Group sold 3,950 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $243K.
Welch Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 7 quarters.
Welch Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $300K in Q4 2024.
685 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.