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Estate Planners Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Estate Planners 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
Q1 		– Sell
-3
Closed -$165 – 242
2025
Q4 		$165 Buy
+3
New +$174 ﹤0.01% 449

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Estate Planners Group's JEPQ Position: Q1 2026 in Review

Estate Planners Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 3 shares — an estimated $165 sold.

Estate Planners Group first reported a position in JEPQ in Q4 2025 and held it in 1 quarter. The position peaked at $165 in Q4 2025. 965 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Estate Planners Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $165.
  • Estate Planners Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $165 in Q4 2025.
  • 965 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.