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Wolff Wiese Magana’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Wolff Wiese Magana’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 		$59.2K Buy
963
+2
+0.2% +$119 0.03% 222
2026
Q1 		$53.4K Buy
961
+701
+270% +$40.5K 0.03% 203
2025
Q4 		$15.1K Buy
260
+5
+2% +$291 0.01% 355
2025
Q3 		$14.7K Buy
+255
New +$14.2K 0.01% 373

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Wolff Wiese Magana's JEPQ Position: Q2 2026 in Review

Wolff Wiese Magana increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.21% in Q2 2026, buying an estimated $119 and bringing the position to 963 shares worth $59.2K. The position accounts for 0.03% of the portfolio, ranked #222.

Wolff Wiese Magana first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Wolff Wiese Magana held 963 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $59.2K as of Q2 2026.
  • Wolff Wiese Magana bought 2 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $119.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Wolff Wiese Magana's portfolio in Q2 2026, its #222 holding.
  • Wolff Wiese Magana first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.