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

Financial Management Network’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	$300K	Buy	4,915 +1,325	+37%	+$79K	0.04%	168
2026 Q2	$210K	Sell	3,590 -1,182	-25%	-$70.1K	0.03%	206
2026 Q1	$274K	Buy	+4,772	New	+$276K	0.04%	168
2025 Q4	–	Sell	-3,631	Closed	-$209K	–	191
2025 Q3	$209K	Sell	3,631 -126	-3%	-$6.99K	0.03%	181
2025 Q2	$203K	Buy	+3,757	New	+$194K	0.04%	171

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Financial Management Network's JEPQ Position: Q3 2026 in Review

Financial Management Network increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 37% in Q3 2026, buying an estimated $79K and bringing the position to 4,915 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #168.

Financial Management Network first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Financial Management Network held 4,915 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $300K as of Q3 2026.
Financial Management Network bought 1,325 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $79K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #168 holding.
Financial Management Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.