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

Ehrlich Financial Group’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	$635K	Sell	10,329 -1,607	-13%	-$95.4K	0.33%	71
2026 Q1	$663K	Sell	11,936 -516	-4%	-$29.8K	0.38%	68
2025 Q4	$724K	Sell	12,452 -1,707	-12%	-$99.2K	0.41%	54
2025 Q3	$814K	Buy	14,159 +787	+6%	+$43.7K	0.48%	53
2025 Q2	$727K	Buy	13,372 +4,587	+52%	+$236K	0.47%	52
2025 Q1	$455K	Buy	8,785 +139	+2%	+$7.74K	0.33%	62
2024 Q4	$487K	Buy	8,646 +151	+2%	+$8.48K	0.35%	57
2024 Q3	$467K	Buy	+8,495	New	+$456K	0.33%	57

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Ehrlich Financial Group's JEPQ Position: Q2 2026 in Review

Ehrlich Financial Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 13% in Q2 2026, selling an estimated $95.4K and leaving 10,329 shares worth $635K. The position accounts for 0.33% of the portfolio, ranked #71.

Ehrlich Financial Group first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $814K in Q3 2025. 363 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Ehrlich Financial Group held 10,329 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $635K as of Q2 2026.
Ehrlich Financial Group sold 1,607 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $95.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.33% of Ehrlich Financial Group's portfolio in Q2 2026, its #71 holding.
Ehrlich Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
Ehrlich Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $814K in Q3 2025.
363 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.