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 Q2	$801K	Buy	13,037 +495	+4%	+$29.4K	0.33%	61
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 $1.89T 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

AmeriFlex Group's JEPQ Position: Q2 2026 in Review

AmeriFlex Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.9% in Q2 2026, buying an estimated $29.4K and bringing the position to 13,037 shares worth $801K. The position accounts for 0.33% of the portfolio, ranked #61.

AmeriFlex Group first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $811K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

AmeriFlex Group held 13,037 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $801K as of Q2 2026.
AmeriFlex Group bought 495 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $29.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.33% of AmeriFlex Group's portfolio in Q2 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 7 quarters since.
AmeriFlex Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $811K in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.