Coordinated Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Coordinated Financial 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	$1.44M	Buy	25,931 +6,553	+34%	+$379K	0.83%	30
2025 Q4	$1.13M	Buy	19,378 +4,005	+26%	+$233K	0.65%	45
2025 Q3	$884K	Sell	15,373 -2,244	-13%	-$125K	0.57%	52
2025 Q2	$958K	Buy	17,617 +1,328	+8%	+$68.5K	0.66%	49
2025 Q1	$843K	Buy	16,289 +1,960	+14%	+$109K	0.65%	46
2024 Q4	$808K	Buy	+14,329	New	+$804K	0.63%	46
2024 Q2	$349K	Buy	6,287 +1,621	+35%	+$87.1K	0.3%	88
2024 Q1	$253K	Buy	+4,666	New	+$244K	0.22%	106

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

Coordinated Financial Services's JEPQ Position: Q1 2026 in Review

Coordinated Financial Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 34% in Q1 2026, buying an estimated $379K and bringing the position to 25,931 shares worth $1.44M. The position accounts for 0.83% of the portfolio, ranked #30.

Coordinated Financial Services first reported a position in JEPQ in Q1 2024 and has held it in 8 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Coordinated Financial Services held 25,931 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.44M as of Q1 2026.
Coordinated Financial Services bought 6,553 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $379K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.83% of Coordinated Financial Services's portfolio in Q1 2026, its #30 holding.
Coordinated Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.