Winch Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Winch Advisory Services’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	$193K	Buy	3,141 +200	+7%	+$11.9K	0.04%	109
2026 Q1	$163K	Buy	2,941 +786	+36%	+$45.5K	0.04%	111
2025 Q4	$125K	Buy	2,155 +35	+2%	+$2.03K	0.03%	117
2025 Q3	$122K	Buy	2,120 +1,346	+174%	+$74.7K	0.03%	118
2025 Q2	$42.1K	Hold	774	–	–	0.01%	175
2025 Q1	$40.1K	Hold	774	–	–	0.01%	170
2024 Q4	$43.6K	Hold	774	–	–	0.01%	163
2024 Q3	$42.5K	Hold	774	–	–	0.01%	163
2024 Q2	$43K	Buy	+774	New	+$41.6K	0.01%	159

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

Winch Advisory Services's JEPQ Position: Q2 2026 in Review

Winch Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.8% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,141 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #109.

Winch Advisory Services first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Winch Advisory Services held 3,141 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $193K as of Q2 2026.
Winch Advisory Services bought 200 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $11.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Winch Advisory Services's portfolio in Q2 2026, its #109 holding.
Winch Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.