Westbourne Investments’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Westbourne Investments’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	$3.7M	Sell	60,130 -565	-0.9%	-$33.5K	1.51%	16
2026 Q1	$3.37M	Buy	60,695 +2,386	+4%	+$138K	1.6%	18
2025 Q4	$3.39M	Buy	58,309 +2,493	+4%	+$145K	1.58%	20
2025 Q3	$3.3M	Buy	55,816 +10,886	+24%	+$604K	1.58%	18
2025 Q2	$2.44M	Buy	44,930 +3,170	+8%	+$163K	1.3%	24
2025 Q1	$2.16M	Sell	41,760 -1,420	-3%	-$79.1K	1.3%	23
2024 Q4	$2.43M	Buy	+43,180	New	+$2.42M	1.44%	20

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Westbourne Investments's JEPQ Position: Q2 2026 in Review

Westbourne Investments reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.93% in Q2 2026, selling an estimated $33.5K and leaving 60,130 shares worth $3.7M. The position accounts for 1.51% of the portfolio, ranked #16.

Westbourne Investments first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Westbourne Investments held 60,130 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.7M as of Q2 2026.
Westbourne Investments sold 565 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $33.5K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.51% of Westbourne Investments's portfolio in Q2 2026, its #16 holding.
Westbourne Investments first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.