Anderson Financial Strategies’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Anderson Financial Strategies’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	–	Sell	-29,815	Closed	-$1.73M	–	37
2025 Q4	$1.73M	Sell	29,815 -10,170	-25%	-$591K	1.01%	21
2025 Q3	$2.3M	Buy	39,985 +1,319	+3%	+$73.2K	1.36%	17
2025 Q2	$2.1M	Buy	38,666 +216	+0.6%	+$11.1K	1.34%	17
2025 Q1	$1.99M	Buy	38,450 +38,446	+961,150%	+$2.14M	1.22%	18
2024 Q4	$226	Buy	+4	New	+$225	﹤0.01%	120

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

Anderson Financial Strategies's JEPQ Position: Q1 2026 in Review

Anderson Financial Strategies sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 29,815 shares — an estimated $1.73M sold.

Anderson Financial Strategies first reported a position in JEPQ in Q4 2024 and held it in 5 quarters. The position peaked at $2.3M in Q3 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Anderson Financial Strategies reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Anderson Financial Strategies sold 29,815 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.73M.
Anderson Financial Strategies first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 5 quarters.
Anderson Financial Strategies's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.3M in Q3 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.