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

Beacon Financial Planning’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	$2.49M	Buy	44,777 +18,903	+73%	+$1.09M	0.96%	25
2025 Q4	$1.5M	Buy	25,874 +643	+3%	+$37.4K	0.73%	25
2025 Q3	$1.45M	Buy	25,231 +610	+2%	+$33.9K	0.75%	24
2025 Q2	$1.34M	Sell	24,621 -793	-3%	-$40.9K	0.75%	23
2025 Q1	$1.32M	Buy	25,414 +10,358	+69%	+$577K	0.76%	24
2024 Q4	$849K	Buy	15,056 +8,795	+140%	+$494K	0.49%	30
2024 Q3	$344K	Buy	+6,261	New	+$336K	0.21%	36

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 $424B AUM 22.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Financial Planning's JEPQ Position: Q1 2026 in Review

Beacon Financial Planning increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 73% in Q1 2026, buying an estimated $1.09M and bringing the position to 44,777 shares worth $2.49M. The position accounts for 0.96% of the portfolio, ranked #25.

Beacon Financial Planning 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.

Beacon Financial Planning held 44,777 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.49M as of Q1 2026.
Beacon Financial Planning bought 18,903 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.09M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.96% of Beacon Financial Planning's portfolio in Q1 2026, its #25 holding.
Beacon Financial Planning 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 Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.