Superior Planning, LLC’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Superior Planning, 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	$69.8K	Buy	+1,140	New	+$68K	0.03%	293

Other funds holding JEPQ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AAA

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Superior Planning, LLC's JEPQ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 1,140 shares worth $69.8K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings.

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

Superior Planning, LLC held 1,140 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $69.8K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Superior Planning, LLC position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #293 holding.
827 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.