Yukon Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Yukon Wealth 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	–	Sell	-20,565	Closed	-$1.14M	–	134
2026 Q1	$1.14M	Buy	20,565 +489	+2%	+$28.3K	0.68%	33
2025 Q4	$1.16M	Sell	20,076 -351	-2%	-$20.4K	0.67%	31
2025 Q3	$1.17M	Sell	20,427 -576	-3%	-$32K	0.39%	45
2025 Q2	$1.14M	Sell	21,003 -3,647	-15%	-$188K	0.41%	47
2025 Q1	$1.28M	Buy	+24,650	New	+$1.37M	0.53%	39

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

Yukon Wealth Management's JEPQ Position: Q2 2026 in Review

Yukon Wealth Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 20,565 shares — an estimated $1.14M sold.

Yukon Wealth Management first reported a position in JEPQ in Q1 2025 and held it in 5 quarters. The position peaked at $1.28M in Q1 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Yukon Wealth Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Yukon Wealth Management sold 20,565 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.14M.
Yukon Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 5 quarters.
Yukon Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.28M in Q1 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.