Empire Financial Management Company’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Empire Financial Management Company’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	–	Sell	-65,345	Closed	-$3.63M	–	176
2026 Q1	$3.63M	Sell	65,345 -3,226	-5%	-$187K	0.82%	39
2025 Q4	$3.99M	Sell	68,571 -11,249	-14%	-$654K	0.87%	33
2025 Q3	$4.59M	Buy	79,820 +48,935	+158%	+$2.72M	1.05%	27
2025 Q2	$1.68M	Hold	30,885	–	–	0.48%	66
2025 Q1	$1.6M	Buy	30,885 +1,177	+4%	+$65.6K	0.49%	68
2024 Q4	$1.67M	Sell	29,708 -440	-1%	-$24.7K	0.52%	63
2024 Q3	$1.66M	Buy	30,148 +750	+3%	+$40.2K	0.51%	63
2024 Q2	$1.63M	Buy	29,398 +4,050	+16%	+$218K	0.54%	61
2024 Q1	$1.37M	Buy	25,348 +15,000	+145%	+$783K	0.45%	68
2023 Q4	$517K	Hold	10,348	–	–	0.2%	126
2023 Q3	$486K	Buy	10,348 +2,192	+27%	+$106K	0.21%	121
2023 Q2	$395K	Buy	+8,156	New	+$377K	0.16%	136

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 22.96% 1-Year Est. Return

Empire Financial Management Company's JEPQ Position: Q2 2026 in Review

Empire Financial Management Company sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 65,345 shares — an estimated $3.63M sold.

Empire Financial Management Company first reported a position in JEPQ in Q2 2023 and held it in 12 quarters. The position peaked at $4.59M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Empire Financial Management Company reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 65,345 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.63M.
Empire Financial Management Company first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and held it in 12 quarters.
Empire Financial Management Company's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.59M in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.