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Farther Finance Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Farther Finance Advisors’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 		$9.55M Buy
155,370
+30,284
+24% +$1.8M 0.07% 229
2026
Q1 		$6.94M Buy
125,086
+41,223
+49% +$2.38M 0.07% 266
2025
Q4 		$4.87M Sell
83,863
-32,691
-28% -$1.9M 0.05% 314
2025
Q3 		$6.7M Buy
116,554
+4,186
+4% +$232K 0.1% 169
2025
Q2 		$6.11M Buy
112,368
+6,214
+6% +$320K 0.12% 159
2025
Q1 		$5.48M Buy
106,154
+95,040
+855% +$5.29M 0.14% 139
2024
Q4 		$627K Sell
11,114
-17,204
-61% -$966K 0.02% 516
2024
Q3 		$1.56M Buy
28,318
+21,789
+334% +$1.17M 0.06% 238
2024
Q2 		$360K Buy
6,529
+4,778
+273% +$257K 0.02% 599
2024
Q1 		$94.4K Sell
1,751
-307
-15% -$16K 0.01% 961
2023
Q4 		$103K Buy
2,058
+393
+24% +$19K 0.01% 794
2023
Q3 		$78.1K Hold
1,665
– – 0.01% 640
2023
Q2 		$80.5K Buy
+1,665
New +$77K 0.02% 526

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

Farther Finance Advisors's JEPQ Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 24% in Q2 2026, buying an estimated $1.8M and bringing the position to 155,370 shares worth $9.55M. The position accounts for 0.07% of the portfolio, ranked #229.

Farther Finance Advisors first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Farther Finance Advisors held 155,370 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.55M as of Q2 2026.
  • Farther Finance Advisors bought 30,284 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.8M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #229 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.