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DHJJ Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

DHJJ Financial Advisors’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 		$96.6K Sell
1,571
-24
-2% -$1.42K 0.03% 319
2026
Q1 		$88.6K Sell
1,595
-35
-2% -$2.02K 0.03% 303
2025
Q4 		$94.7K Hold
1,630
– – 0.03% 285
2025
Q3 		$93.8K Hold
1,630
– – 0.03% 271
2025
Q2 		$88.7K Sell
1,630
-50
-3% -$2.58K 0.03% 268
2025
Q1 		$87K Sell
1,680
-235
-12% -$13.1K 0.04% 240
2024
Q4 		$108K Sell
1,915
-380
-17% -$21.3K 0.04% 214
2024
Q3 		$126K Sell
2,295
-101
-4% -$5.42K 0.05% 193
2024
Q2 		$133K Hold
2,396
– – 0.06% 178
2024
Q1 		$130K Sell
2,396
-90
-4% -$4.7K 0.06% 177
2023
Q4 		$124K Sell
2,486
-45
-2% -$2.17K 0.06% 174
2023
Q3 		$119K Buy
+2,531
New +$122K 0.06% 170

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DHJJ Financial Advisors's JEPQ Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.5% in Q2 2026, selling an estimated $1.42K and leaving 1,571 shares worth $96.6K. The position accounts for 0.03% of the portfolio, ranked #319.

DHJJ Financial Advisors first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $133K in Q2 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • DHJJ Financial Advisors held 1,571 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $96.6K as of Q2 2026.
  • DHJJ Financial Advisors sold 24 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.42K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #319 holding.
  • DHJJ Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $133K in Q2 2024.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.