Seven Hills Financial, LLC’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Seven Hills Financial, LLC’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 Q3	$244K	Buy	+3,980	New	+$237K	0.15%	94

Other funds holding JEPQ

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Seven Hills Financial, LLC's JEPQ Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 3,980 shares worth $244K. The stake represents 0.15% of the portfolio and ranks #94 among its holdings.

81 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Seven Hills Financial, LLC held 3,980 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $244K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Seven Hills Financial, LLC position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #94 holding.
81 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.