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

Essex Financial Services’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	$1.27M	Buy	20,643 +2,147	+12%	+$127K	0.06%	266
2026 Q1	$1.03M	Buy	18,496 +1,915	+12%	+$111K	0.06%	283
2025 Q4	$964K	Sell	16,581 -858	-5%	-$49.9K	0.05%	288
2025 Q3	$1M	Sell	17,439 -1,425	-8%	-$79.1K	0.06%	264
2025 Q2	$1.03M	Buy	18,864 +445	+2%	+$22.9K	0.07%	245
2025 Q1	$954K	Buy	18,419 +6,545	+55%	+$365K	0.07%	238
2024 Q4	$669K	Sell	11,874 -395	-3%	-$22.2K	0.05%	319
2024 Q3	$680K	Sell	12,269 -410	-3%	-$22K	0.05%	318
2024 Q2	$646K	Buy	12,679 +2,415	+24%	+$130K	0.05%	316
2024 Q1	$557K	Buy	10,264 +4,000	+64%	+$209K	0.05%	304
2023 Q4	$313K	Buy	+6,264	New	+$302K	0.03%	389

Other funds holding JEPQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Essex Financial Services's JEPQ Position: Q2 2026 in Review

Essex Financial Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 12% in Q2 2026, buying an estimated $127K and bringing the position to 20,643 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #266.

Essex Financial Services first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. 771 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Essex Financial Services held 20,643 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.27M as of Q2 2026.
Essex Financial Services bought 2,147 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $127K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #266 holding.
Essex Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
771 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.