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 Q2	$1.27M	Sell	20,666 -4,617	-18%	-$274K	0.17%	75
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 $1.89T 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

Consolidated Planning Corp's JEPQ Position: Q2 2026 in Review

Consolidated Planning Corp reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 18% in Q2 2026, selling an estimated $274K and leaving 20,666 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #75.

Consolidated Planning Corp first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q4 2025. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Consolidated Planning Corp held 20,666 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.27M as of Q2 2026.
Consolidated Planning Corp sold 4,617 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $274K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.17% of Consolidated Planning Corp's portfolio in Q2 2026, its #75 holding.
Consolidated Planning Corp first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Consolidated Planning Corp's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.64M in Q4 2025.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.