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Western Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Western Wealth 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
Q1 		$2.8M Buy
50,427
+27,466
+120% +$1.59M 0.11% 210
2025
Q4 		$1.33M Buy
22,961
+1,323
+6% +$76.9K 0.06% 291
2025
Q3 		$1.24M Buy
21,638
+5,284
+32% +$293K 0.07% 258
2025
Q2 		$890K Sell
16,354
-3,266
-17% -$168K 0.05% 300
2025
Q1 		$1.02M Sell
19,620
-202
-1% -$11.3K 0.07% 248
2024
Q4 		$1.12M Sell
19,822
-4,885
-20% -$274K 0.07% 231
2024
Q3 		$1.36M Buy
24,707
+10,321
+72% +$554K 0.08% 254
2024
Q2 		$798K Buy
14,386
+1,893
+15% +$102K 0.06% 265
2024
Q1 		$678K Buy
12,493
+5,409
+76% +$282K 0.05% 298
2023
Q4 		$354K Buy
7,084
+60
+0.9% +$2.9K 0.03% 508
2023
Q3 		$330K Buy
7,024
+1,868
+36% +$90K 0.03% 485
2023
Q2 		$249K Buy
+5,156
New +$238K 0.02% 552

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management's JEPQ Position: Q1 2026 in Review

Western Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 120% in Q1 2026, buying an estimated $1.59M and bringing the position to 50,427 shares worth $2.8M. The position accounts for 0.11% of the portfolio, ranked #210.

Western Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Western Wealth Management held 50,427 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.8M as of Q1 2026.
  • Western Wealth Management bought 27,466 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.59M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Western Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.