Comprehensive Money Management Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Comprehensive Money Management Services’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	$510K	Sell	8,295 -405	-5%	-$24K	0.32%	103
2026 Q1	$483K	Buy	8,700 +1,665	+24%	+$96.3K	0.32%	105
2025 Q4	$409K	Buy	7,035 +600	+9%	+$34.9K	0.28%	117
2025 Q3	$370K	Buy	6,435 +1,945	+43%	+$108K	0.26%	120
2025 Q2	$244K	Buy	+4,490	New	+$231K	0.19%	159

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 22.9% 1-Year Est. Return

Comprehensive Money Management Services's JEPQ Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.7% in Q2 2026, selling an estimated $24K and leaving 8,295 shares worth $510K. The position accounts for 0.32% of the portfolio, ranked #103.

Comprehensive Money Management Services first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Comprehensive Money Management Services held 8,295 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $510K as of Q2 2026.
Comprehensive Money Management Services sold 405 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $24K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.32% of Comprehensive Money Management Services's portfolio in Q2 2026, its #103 holding.
Comprehensive Money Management Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.