West Michigan Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

West Michigan 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 Q1	$1.48M	Sell	26,723 -72,748	-73%	-$4.21M	0.33%	78
2025 Q4	$5.84M	Buy	99,471 +1,566	+2%	+$91K	1.34%	11
2025 Q3	$5.63M	Sell	97,905 -46,527	-32%	-$2.58M	1.35%	11
2025 Q2	$7.86M	Buy	144,432 +8,425	+6%	+$434K	2.22%	8
2025 Q1	$7.04M	Buy	136,007 +6,619	+5%	+$369K	2.34%	6
2024 Q4	$7.35M	Sell	129,388 -1,285	-1%	-$72.1K	2.22%	8
2024 Q3	$7.18M	Sell	130,673 -26,550	-17%	-$1.42M	2.17%	8
2024 Q2	$8.73M	Sell	157,223 -3,030	-2%	-$163K	2.78%	6
2024 Q1	$8.69M	Buy	160,253 +7,185	+5%	+$375K	2.83%	3
2023 Q4	$7.64M	Buy	153,068 +1,697	+1%	+$81.9K	2.9%	4
2023 Q3	$7.1M	Buy	151,371 +1,303	+0.9%	+$62.8K	3.8%	3
2023 Q2	$7.26M	Sell	150,068 -24,156	-14%	-$1.12M	2.9%	3
2023 Q1	$7.86M	Buy	174,224 +13,204	+8%	+$566K	4.46%	2
2022 Q4	$6.57M	Buy	+161,020	New	+$6.85M	4.78%	4

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

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

West Michigan Advisors's JEPQ Position: Q1 2026 in Review

West Michigan Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 73% in Q1 2026, selling an estimated $4.21M and leaving 26,723 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #78.

West Michigan Advisors first reported a position in JEPQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.73M in Q2 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

West Michigan Advisors held 26,723 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.48M as of Q1 2026.
West Michigan Advisors sold 72,748 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $4.21M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.33% of West Michigan Advisors's portfolio in Q1 2026, its #78 holding.
West Michigan Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
West Michigan Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.73M in Q2 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.