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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
Q3 		$12.6M Buy
206,318
+50,948
+33% +$3.04M 0.09% 188
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

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Farther Finance Advisors's JEPQ Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 33% in Q3 2026, buying an estimated $3.04M and bringing the position to 206,318 shares worth $12.6M. The position accounts for 0.09% of the portfolio, ranked #188.

Farther Finance Advisors first reported a position in JEPQ in Q2 2023 and has held it in 14 quarters since. 40 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Farther Finance Advisors held 206,318 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $12.6M as of Q3 2026.
  • Farther Finance Advisors bought 50,948 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $3.04M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Farther Finance Advisors's portfolio in Q3 2026, its #188 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 14 quarters since.
  • 40 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.