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Financial Gravity Asset Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Financial Gravity Asset Management’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 		$286K Buy
+5,153
New +$298K 0.05% 138
2025
Q1 		$114K Buy
+2,197
New +$122K 0.02% 205

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

Financial Gravity Asset Management's JEPQ Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 5,153 shares worth $286K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in JEPQ as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in JEPQ in Q1 2025 and has held it in 2 quarters since. 965 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Financial Gravity Asset Management held 5,153 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $286K as of Q1 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Financial Gravity Asset Management position in Q1 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Financial Gravity Asset Management's portfolio in Q1 2026, its #138 holding.
  • Financial Gravity Asset Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 965 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.