CFO4Life Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

CFO4Life 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	$224K	Buy	3,644 +22	+0.6%	+$1.3K	0.03%	221
2026 Q1	$201K	Sell	3,622 -330	-8%	-$19.1K	0.03%	200
2025 Q4	$230K	Sell	3,952 -763	-16%	-$44.3K	0.03%	213
2025 Q3	$271K	Buy	4,715 +40	+0.9%	+$2.22K	0.04%	182
2025 Q2	$254K	Buy	4,675 +53	+1%	+$2.73K	0.04%	185
2025 Q1	$239K	Sell	4,622 -2,709	-37%	-$151K	0.04%	182
2024 Q4	$413K	Buy	7,331 +55	+0.8%	+$3.09K	0.07%	129
2024 Q3	$400K	Sell	7,276 -130	-2%	-$6.97K	0.07%	132
2024 Q2	$411K	Buy	7,406 +314	+4%	+$16.9K	0.08%	125
2024 Q1	$385K	Buy	+7,092	New	+$370K	0.07%	133

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

CFO4Life Group's JEPQ Position: Q2 2026 in Review

CFO4Life Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.61% in Q2 2026, buying an estimated $1.3K and bringing the position to 3,644 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #221.

CFO4Life Group first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $413K in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

CFO4Life Group held 3,644 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $224K as of Q2 2026.
CFO4Life Group bought 22 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #221 holding.
CFO4Life Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
CFO4Life Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $413K in Q4 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.