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 Q2	$322K	Buy	5,244 +83	+2%	+$4.92K	0.02%	369
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 $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Berger Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.6% in Q2 2026, buying an estimated $4.92K and bringing the position to 5,244 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #369.

Berger Financial Group first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Berger Financial Group held 5,244 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $322K as of Q2 2026.
Berger Financial Group bought 83 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $4.92K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #369 holding.
Berger Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.