Consolidated Planning Corp’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Consolidated Planning Corp’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	$1.4M	Sell	25,283 -2,912	-10%	-$168K	0.23%	71
2025 Q4	$1.64M	Buy	28,195 +178	+0.6%	+$10.3K	0.17%	107
2025 Q3	$1.61M	Sell	28,017 -184	-0.7%	-$10.2K	0.17%	113
2025 Q2	$1.53M	Buy	28,201 +342	+1%	+$17.6K	0.19%	99
2025 Q1	$1.44M	Sell	27,859 -427	-2%	-$23.8K	0.2%	91
2024 Q4	$1.59M	Buy	28,286 +245	+0.9%	+$13.8K	0.22%	81
2024 Q3	$1.54M	Sell	28,041 -1,181	-4%	-$63.3K	0.23%	79
2024 Q2	$1.62M	Buy	29,222 +1,475	+5%	+$79.3K	0.27%	79
2024 Q1	$1.5M	Buy	27,747 +9,928	+56%	+$518K	0.26%	79
2023 Q4	$890K	Buy	+17,819	New	+$860K	0.17%	93

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

Consolidated Planning Corp's JEPQ Position: Q1 2026 in Review

Consolidated Planning Corp reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q1 2026, selling an estimated $168K and leaving 25,283 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #71.

Consolidated Planning Corp first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.64M in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Consolidated Planning Corp held 25,283 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.4M as of Q1 2026.
Consolidated Planning Corp sold 2,912 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $168K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.23% of Consolidated Planning Corp's portfolio in Q1 2026, its #71 holding.
Consolidated Planning Corp first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Consolidated Planning Corp's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.64M in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.