Ausdal Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Ausdal Financial Partners’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	$3.23M	Buy	58,249 +6,588	+13%	+$381K	0.14%	158
2025 Q4	$3M	Buy	51,661 +12,456	+32%	+$724K	0.14%	168
2025 Q3	$2.26M	Buy	39,205 +20,467	+109%	+$1.14M	0.11%	196
2025 Q2	$1.02M	Buy	18,738 +1,779	+10%	+$91.7K	0.07%	259
2025 Q1	$878K	Buy	16,959 +7,603	+81%	+$423K	0.07%	266
2024 Q4	$527K	Buy	9,356 +4,493	+92%	+$252K	0.05%	345
2024 Q3	$267K	Buy	+4,863	New	+$261K	0.03%	433

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

Ausdal Financial Partners's JEPQ Position: Q1 2026 in Review

Ausdal Financial Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 13% in Q1 2026, buying an estimated $381K and bringing the position to 58,249 shares worth $3.23M. The position accounts for 0.14% of the portfolio, ranked #158.

Ausdal Financial Partners first reported a position in JEPQ in Q3 2024 and has held it in 7 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Ausdal Financial Partners held 58,249 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.23M as of Q1 2026.
Ausdal Financial Partners bought 6,588 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $381K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Ausdal Financial Partners's portfolio in Q1 2026, its #158 holding.
Ausdal Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.