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 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 $1.66T 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

CFO4Life Group's JEPQ Position: Q1 2026 in Review

CFO4Life Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.4% in Q1 2026, selling an estimated $19.1K and leaving 3,622 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #200.

CFO4Life Group first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $413K in Q4 2024. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

CFO4Life Group held 3,622 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $201K as of Q1 2026.
CFO4Life Group sold 330 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $19.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of CFO4Life Group's portfolio in Q1 2026, its #200 holding.
CFO4Life Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
CFO4Life Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $413K in Q4 2024.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.