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Family Investment Center’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Family Investment Center’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 		$508K Buy
8,272
+2,111
+34% +$125K 0.08% 65
2026
Q1 		$342K Sell
6,161
-1,943
-24% -$112K 0.07% 59
2025
Q4 		$474K Sell
8,104
-602
-7% -$35K 0.1% 54
2025
Q3 		$501K Buy
8,706
+3,075
+55% +$171K 0.1% 53
2025
Q2 		$306K Buy
5,631
+1,438
+34% +$74.1K 0.07% 66
2025
Q1 		$217K Sell
4,193
-901
-18% -$50.2K 0.05% 72
2024
Q4 		$287K Sell
5,094
-60
-1% -$3.37K 0.07% 72
2024
Q3 		$283K Sell
5,154
-39
-0.8% -$2.09K 0.07% 67
2024
Q2 		$288K Buy
5,193
+759
+17% +$40.8K 0.09% 67
2024
Q1 		$241K Sell
4,434
-3,241
-42% -$169K 0.08% 75
2023
Q4 		$383K Buy
7,675
+2,561
+50% +$124K 0.19% 40
2023
Q3 		$240K Buy
+5,114
New +$246K 0.15% 47

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Family Investment Center's JEPQ Position: Q2 2026 in Review

Family Investment Center increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 34% in Q2 2026, buying an estimated $125K and bringing the position to 8,272 shares worth $508K. The position accounts for 0.08% of the portfolio, ranked #65.

Family Investment Center first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Family Investment Center held 8,272 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $508K as of Q2 2026.
  • Family Investment Center bought 2,111 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $125K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Family Investment Center's portfolio in Q2 2026, its #65 holding.
  • Family Investment Center first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.