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 Q2	$1.63M	Buy	26,463 +2,429	+10%	+$144K	0.78%	29
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 $1.89T 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 22.96% 1-Year Est. Return

AFT Forsyth & Company's JEPQ Position: Q2 2026 in Review

AFT Forsyth & Company increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q2 2026, buying an estimated $144K and bringing the position to 26,463 shares worth $1.63M. The position accounts for 0.78% of the portfolio, ranked #29.

AFT Forsyth & Company first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,025 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

AFT Forsyth & Company held 26,463 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.63M as of Q2 2026.
AFT Forsyth & Company bought 2,429 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $144K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.78% of AFT Forsyth & Company's portfolio in Q2 2026, its #29 holding.
AFT Forsyth & Company first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,025 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.