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

Everest 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	$1.01M	Buy	+16,392	New	+$973K	0.14%	97

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

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

Everest Financial Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 16,392 shares worth $1.01M. The stake represents 0.14% of the portfolio and ranks #97 among its holdings.

1,021 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Everest Financial Group held 16,392 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.01M as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Everest Financial Group position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Everest Financial Group's portfolio in Q2 2026, its #97 holding.
1,021 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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