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

Benchmark Financial’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
Q3 		$403K Buy
6,577
+127
+2% +$7.58K 0.31% 42
2026
Q2 		$396K Sell
6,450
-522
-7% -$31K 0.32% 39
2026
Q1 		$387K Sell
6,972
-170
-2% -$9.8K 0.35% 36
2025
Q4 		$415K Buy
+7,142
New +$415K 0.41% 33

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Benchmark Financial's JEPQ Position: Q3 2026 in Review

Benchmark Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2% in Q3 2026, buying an estimated $7.58K and bringing the position to 6,577 shares worth $403K. The position accounts for 0.31% of the portfolio, ranked #42.

Benchmark Financial first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $415K in Q4 2025. 686 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Benchmark Financial held 6,577 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $403K as of Q3 2026.
  • Benchmark Financial bought 127 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $7.58K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.31% of Benchmark Financial's portfolio in Q3 2026, its #42 holding.
  • Benchmark Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Benchmark Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $415K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.