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

Financial Guidance 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	$1.95M	Hold	31,704	–	–	0.73%	37
2026 Q1	$1.76M	Buy	31,704 +4,033	+15%	+$233K	0.71%	37
2025 Q4	$1.61M	Buy	27,671 +17,846	+182%	+$1.04M	0.66%	38
2025 Q3	$565K	Buy	9,825 +5,028	+105%	+$279K	0.25%	55
2025 Q2	$261K	Sell	4,797 -565	-11%	-$29.1K	0.13%	72
2025 Q1	$278K	Hold	5,362	–	–	0.15%	59
2024 Q4	$302K	Hold	5,362	–	–	0.17%	60
2024 Q3	$295K	Sell	5,362 -375	-7%	-$20.1K	0.17%	61
2024 Q2	$318K	Buy	5,737 +1,550	+37%	+$83.3K	0.2%	60
2024 Q1	$227K	Buy	+4,187	New	+$219K	0.15%	53

Other funds holding JEPQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

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

Financial Guidance Group held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 31,704 shares worth $1.95M. The position accounts for 0.73% of the portfolio, ranked #37.

Financial Guidance Group first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Financial Guidance Group held 31,704 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.95M as of Q2 2026.
Financial Guidance Group left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.73% of Financial Guidance Group's portfolio in Q2 2026, its #37 holding.
Financial Guidance Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.