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 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Management Network's JEPQ Position: Q1 2026 in Review

Financial Management Network opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 4,772 shares worth $274K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: Financial Management Network previously reported a position in JEPQ as recently as Q3 2025.

Financial Management Network first reported a position in JEPQ in Q2 2025 and has held it in 3 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Financial Management Network held 4,772 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $274K as of Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Financial Management Network position in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Financial Management Network's portfolio in Q1 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 3 quarters since.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.