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

AmeriFlex 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 Q1	$696K	Sell	12,542 -1,404	-10%	-$81.2K	0.35%	61
2025 Q4	$811K	Buy	13,946 +9,788	+235%	+$569K	0.42%	48
2025 Q3	$239K	Sell	4,158 -3,463	-45%	-$192K	0.09%	189
2025 Q2	$413K	Sell	7,621 -5,638	-43%	-$291K	0.22%	89
2025 Q1	$687K	Buy	13,259 +3,171	+31%	+$177K	0.28%	76
2024 Q4	$580K	Buy	+10,088	New	+$566K	0.27%	81

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

AmeriFlex Group's JEPQ Position: Q1 2026 in Review

AmeriFlex Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q1 2026, selling an estimated $81.2K and leaving 12,542 shares worth $696K. The position accounts for 0.35% of the portfolio, ranked #61.

AmeriFlex Group first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $811K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

AmeriFlex Group held 12,542 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $696K as of Q1 2026.
AmeriFlex Group sold 1,404 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $81.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.35% of AmeriFlex Group's portfolio in Q1 2026, its #61 holding.
AmeriFlex Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $811K in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.