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

Beacon Financial 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 		$1.08M Buy
17,534
+9,729
+125% +$577K 0.1% 174
2026
Q1 		$433K Buy
+7,805
New +$451K 0.04% 248

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beacon Financial Group's JEPQ Position: Q2 2026 in Review

Beacon Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 125% in Q2 2026, buying an estimated $577K and bringing the position to 17,534 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #174.

Beacon Financial Group first reported a position in JEPQ in Q1 2026 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Beacon Financial Group held 17,534 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.08M as of Q2 2026.
  • Beacon Financial Group bought 9,729 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $577K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Beacon Financial Group's portfolio in Q2 2026, its #174 holding.
  • Beacon Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.