AFT Forsyth & Company’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

AFT Forsyth & Company’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 Q1	$1.33M	Buy	24,034 +1,465	+6%	+$84.7K	0.63%	40
2025 Q4	$1.31M	Buy	22,569 +2,275	+11%	+$132K	0.57%	44
2025 Q3	$1.17M	Buy	20,294 +3,958	+24%	+$220K	0.56%	39
2025 Q2	$889K	Buy	16,336 +3,568	+28%	+$184K	0.46%	47
2025 Q1	$661K	Buy	12,768 +1,610	+14%	+$89.7K	0.36%	64
2024 Q4	$629K	Buy	11,158 +1,245	+13%	+$69.9K	0.31%	71
2024 Q3	$545K	Buy	9,913 +2,383	+32%	+$128K	0.27%	77
2024 Q2	$418K	Buy	7,530 +2,057	+38%	+$111K	0.2%	96
2024 Q1	$297K	Buy	+5,473	New	+$286K	0.17%	114

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFT Forsyth & Company's JEPQ Position: Q1 2026 in Review

AFT Forsyth & Company increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.5% in Q1 2026, buying an estimated $84.7K and bringing the position to 24,034 shares worth $1.33M. The position accounts for 0.63% of the portfolio, ranked #40.

AFT Forsyth & Company first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

AFT Forsyth & Company held 24,034 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.33M as of Q1 2026.
AFT Forsyth & Company bought 1,465 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $84.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.63% of AFT Forsyth & Company's portfolio in Q1 2026, its #40 holding.
AFT Forsyth & Company first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.