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

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

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. 1,029 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.
1,029 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.