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

Berger 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 Q1	$287K	Sell	5,161 -64	-1%	-$3.7K	0.02%	380
2025 Q4	$304K	Sell	5,225 -80	-2%	-$4.65K	0.02%	372
2025 Q3	$305K	Buy	5,305 +1,397	+36%	+$77.5K	0.02%	354
2025 Q2	$213K	Sell	3,908 -535	-12%	-$27.6K	0.01%	399
2025 Q1	$230K	Buy	4,443 +103	+2%	+$5.74K	0.02%	382
2024 Q4	$245K	Buy	4,340 +500	+13%	+$28.1K	0.02%	360
2024 Q3	$211K	Buy	3,840 +49	+1%	+$2.63K	0.02%	376
2024 Q2	$210K	Buy	+3,791	New	+$204K	0.02%	350

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

Berger Financial Group's JEPQ Position: Q1 2026 in Review

Berger Financial Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.2% in Q1 2026, selling an estimated $3.7K and leaving 5,161 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #380.

Berger Financial Group first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $305K in Q3 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Berger Financial Group held 5,161 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $287K as of Q1 2026.
Berger Financial Group sold 64 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $3.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #380 holding.
Berger Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Berger Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $305K in Q3 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.