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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
Q2 		$396K Sell
6,450
-522
-7% -$31K 0.32% 39
2026
Q1 		$387K Sell
6,972
-170
-2% -$9.83K 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Benchmark Financial's JEPQ Position: Q2 2026 in Review

Benchmark Financial reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.5% in Q2 2026, selling an estimated $31K and leaving 6,450 shares worth $396K. The position accounts for 0.32% of the portfolio, ranked #39.

Benchmark Financial first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Benchmark Financial held 6,450 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $396K as of Q2 2026.
  • Benchmark Financial sold 522 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $31K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.32% of Benchmark Financial's portfolio in Q2 2026, its #39 holding.
  • Benchmark Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Benchmark Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $415K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.