Westend Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Westend Capital Management’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	$854K	Buy	13,894 +5,024	+57%	+$298K	0.2%	33
2026 Q1	$492K	Sell	8,870 -30	-0.3%	-$1.74K	0.15%	32
2025 Q4	$517K	Sell	8,900 -100	-1%	-$5.81K	0.15%	31
2025 Q3	$518K	Sell	9,000 -1,760	-16%	-$97.7K	0.15%	28
2025 Q2	$585K	Sell	10,760 -385	-3%	-$19.8K	0.18%	31
2025 Q1	$577K	Sell	11,145 -3,536	-24%	-$197K	0.22%	29
2024 Q4	$828K	Buy	14,681 +3,822	+35%	+$215K	0.25%	27
2024 Q3	$596K	Sell	10,859 -3,335	-23%	-$179K	0.2%	30
2024 Q2	$784K	Buy	14,194 +6,672	+89%	+$359K	0.28%	27
2024 Q1	$408K	Buy	+7,522	New	+$393K	0.16%	32

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

Westend Capital Management's JEPQ Position: Q2 2026 in Review

Westend Capital Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 57% in Q2 2026, buying an estimated $298K and bringing the position to 13,894 shares worth $854K. The position accounts for 0.2% of the portfolio, ranked #33.

Westend Capital Management first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Westend Capital Management held 13,894 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $854K as of Q2 2026.
Westend Capital Management bought 5,024 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $298K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Westend Capital Management's portfolio in Q2 2026, its #33 holding.
Westend Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.