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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
Q2 		$1.47M Sell
23,986
-2,737
-10% -$162K 0.28% 91
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

West Michigan Advisors's JEPQ Position: Q2 2026 in Review

West Michigan Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q2 2026, selling an estimated $162K and leaving 23,986 shares worth $1.47M. The position accounts for 0.28% of the portfolio, ranked #91.

West Michigan Advisors first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.73M in Q2 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • West Michigan Advisors held 23,986 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.47M as of Q2 2026.
  • West Michigan Advisors sold 2,737 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $162K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.28% of West Michigan Advisors's portfolio in Q2 2026, its #91 holding.
  • West Michigan Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • West Michigan Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.73M in Q2 2024.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.