Acorn Financial Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Acorn Financial Advisory Services’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	$571K	Buy	9,298 +107	+1%	+$6.35K	0.08%	125
2026 Q1	$510K	Buy	9,191 +1,041	+13%	+$60.2K	0.07%	126
2025 Q4	$474K	Buy	8,150 +1,250	+18%	+$72.6K	0.07%	123
2025 Q3	$397K	Buy	+6,900	New	+$383K	0.06%	132

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 22.9% 1-Year Est. Return

Acorn Financial Advisory Services's JEPQ Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.2% in Q2 2026, buying an estimated $6.35K and bringing the position to 9,298 shares worth $571K. The position accounts for 0.08% of the portfolio, ranked #125.

Acorn Financial Advisory Services first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Acorn Financial Advisory Services held 9,298 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $571K as of Q2 2026.
Acorn Financial Advisory Services bought 107 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $6.35K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #125 holding.
Acorn Financial Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.