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 Q2	$3.44M	Buy	55,995 +5,568	+11%	+$330K	0.11%	185
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 -12,895	-40%	-$718K	0.07%	248
2024 Q4	$1.83M	Buy	32,515 +7,808	+32%	+$438K	0.1%	210
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 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

Western Wealth Management's JEPQ Position: Q2 2026 in Review

Western Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q2 2026, buying an estimated $330K and bringing the position to 55,995 shares worth $3.44M. The position accounts for 0.11% of the portfolio, ranked #185.

Western Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Western Wealth Management held 55,995 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.44M as of Q2 2026.
Western Wealth Management bought 5,568 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $330K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #185 holding.
Western Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.