Westside Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Westside Investment 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	$34K	Sell	554 -7,100	-93%	-$421K	﹤0.01%	732
2026 Q1	$425K	Sell	7,654 -253	-3%	-$14.6K	0.07%	207
2025 Q4	$459K	Sell	7,907 -15	-0.2%	-$872	0.07%	181
2025 Q3	$453K	Buy	7,922 +115	+1%	+$6.38K	0.07%	190
2025 Q2	$421K	Buy	7,807 +7,040	+918%	+$363K	0.08%	180
2025 Q1	$39.7K	Sell	767 -18	-2%	-$1K	0.01%	440
2024 Q4	$44.3K	Sell	785 -20	-2%	-$1.12K	0.01%	425
2024 Q3	$44.2K	Buy	+805	New	+$43.2K	0.01%	421

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

Westside Investment Management's JEPQ Position: Q2 2026 in Review

Westside Investment Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 93% in Q2 2026, selling an estimated $421K and leaving 554 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Westside Investment Management first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $459K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Westside Investment Management held 554 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $34K as of Q2 2026.
Westside Investment Management sold 7,100 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $421K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #732 holding.
Westside Investment Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
Westside Investment Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $459K in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.