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 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 $1.66T 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 $424B AUM 22.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Comprehensive Money Management Services's JEPQ Position: Q1 2026 in Review

Comprehensive Money Management Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 24% in Q1 2026, buying an estimated $96.3K and bringing the position to 8,700 shares worth $483K. The position accounts for 0.32% of the portfolio, ranked #105.

Comprehensive Money Management Services first reported a position in JEPQ in Q2 2025 and has held it in 4 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Comprehensive Money Management Services held 8,700 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $483K as of Q1 2026.
Comprehensive Money Management Services bought 1,665 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $96.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.32% of Comprehensive Money Management Services's portfolio in Q1 2026, its #105 holding.
Comprehensive Money Management Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.