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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Management Network's JEPQ Position: Q2 2026 in Review

Financial Management Network reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 25% in Q2 2026, selling an estimated $70.1K and leaving 3,590 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #206.

Financial Management Network first reported a position in JEPQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $274K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Financial Management Network held 3,590 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $210K as of Q2 2026.
Financial Management Network sold 1,182 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $70.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Financial Management Network's portfolio in Q2 2026, its #206 holding.
Financial Management Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
Financial Management Network's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $274K in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.