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WoodTrust Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

WoodTrust Financial’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 		$215K Buy
+3,500
New +$208K 0.03% 174
2026
Q1 		– Sell
-3,500
Closed -$203K – 185
2025
Q4 		$203K Hold
3,500
– – 0.02% 176
2025
Q3 		$201K Buy
+3,500
New +$194K 0.02% 182

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WoodTrust Financial's JEPQ Position: Q2 2026 in Review

WoodTrust Financial opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,500 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings. This is a return to the name: WoodTrust Financial previously reported a position in JEPQ as recently as Q4 2025.

WoodTrust Financial first reported a position in JEPQ in Q3 2025 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • WoodTrust Financial held 3,500 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $215K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new WoodTrust Financial position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of WoodTrust Financial's portfolio in Q2 2026, its #174 holding.
  • WoodTrust Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.