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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Welch Group's JEPQ Position: Q2 2026 in Review

Welch Group held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 3,950 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #280.

Welch Group first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2024. 482 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Welch Group held 3,950 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $243K as of Q2 2026.
Welch Group left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #280 holding.
Welch Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Welch Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $300K in Q4 2024.
482 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.