Woodmont Investment Counsel’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Woodmont Investment Counsel’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	$514K	Buy	8,355 +16	+0.2%	+$949	0.03%	195
2026 Q1	$463K	Sell	8,339 -2,539	-23%	-$147K	0.03%	194
2025 Q4	$632K	Buy	10,878 +6,293	+137%	+$366K	0.04%	164
2025 Q3	$264K	Buy	4,585 +514	+13%	+$28.5K	0.02%	236
2025 Q2	$221K	Buy	4,071 +17	+0.4%	+$876	0.01%	264
2025 Q1	$210K	Buy	+4,054	New	+$226K	0.02%	255

Other funds holding JEPQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 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

Woodmont Investment Counsel's JEPQ Position: Q2 2026 in Review

Woodmont Investment Counsel increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.19% in Q2 2026, buying an estimated $949 and bringing the position to 8,355 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #195.

Woodmont Investment Counsel first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $632K in Q4 2025. 694 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Woodmont Investment Counsel held 8,355 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $514K as of Q2 2026.
Woodmont Investment Counsel bought 16 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $949.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #195 holding.
Woodmont Investment Counsel first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
Woodmont Investment Counsel's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $632K in Q4 2025.
694 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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