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

Downshift Financial’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 Q3	$41.5K	Buy	+677	New	+$40.4K	0.02%	179

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Downshift Financial's JEPQ Position: Q3 2026 in Review

Downshift Financial opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 677 shares worth $41.5K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings.

235 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Downshift Financial held 677 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $41.5K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Downshift Financial position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Downshift Financial's portfolio in Q3 2026, its #179 holding.
235 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.