Advisory Resource Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Advisory Resource Group’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	$8.89M	Buy	144,604 +936	+0.7%	+$55.5K	1.34%	16
2026 Q1	$7.98M	Buy	143,668 +5,591	+4%	+$323K	1.37%	14
2025 Q4	$8.03M	Buy	138,077 +3,506	+3%	+$204K	1.41%	12
2025 Q3	$7.74M	Buy	134,571 +48,270	+56%	+$2.68M	1.39%	13
2025 Q2	$4.69M	Buy	86,301 +7,453	+9%	+$384K	0.9%	36
2025 Q1	$4.08M	Buy	78,848 +5,914	+8%	+$329K	0.83%	39
2024 Q4	$4.11M	Buy	72,934 +10,055	+16%	+$564K	0.87%	39
2024 Q3	$3.45M	Buy	62,879 +1,579	+3%	+$84.7K	0.74%	39
2024 Q2	$3.4M	Buy	61,300 +1,123	+2%	+$60.4K	0.77%	39
2024 Q1	$3.26M	Sell	60,177 -962	-2%	-$50.2K	0.75%	39
2023 Q4	$3.05M	Sell	61,139 -1,929	-3%	-$93.1K	0.76%	39
2023 Q3	$2.96M	Sell	63,068 -2,646	-4%	-$127K	0.8%	34
2023 Q2	$3.18M	Sell	65,714 -3,652	-5%	-$169K	0.86%	25
2023 Q1	$3.13M	Sell	69,366 -10	-0%	-$428	0.88%	22
2022 Q4	$2.83M	Buy	69,376 +11,005	+19%	+$468K	0.84%	24
2022 Q3	$2.43M	Buy	+58,371	New	+$2.73M	0.8%	27

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisory Resource Group's JEPQ Position: Q2 2026 in Review

Advisory Resource Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.65% in Q2 2026, buying an estimated $55.5K and bringing the position to 144,604 shares worth $8.89M. The position accounts for 1.34% of the portfolio, ranked #16.

Advisory Resource Group first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. 183 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Advisory Resource Group held 144,604 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.89M as of Q2 2026.
Advisory Resource Group bought 936 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $55.5K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.34% of Advisory Resource Group's portfolio in Q2 2026, its #16 holding.
Advisory Resource Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
183 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.