Financial Partners Group (Kansas)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Financial Partners Group (Kansas)’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	$2.81M	Buy	45,774 +1,008	+2%	+$59.8K	0.29%	50
2026 Q1	$2.49M	Sell	44,766 -7,644	-15%	-$442K	0.3%	54
2025 Q4	$3.11M	Sell	52,410 -206,785	-80%	-$12M	0.36%	48
2025 Q3	$14.9M	Buy	259,195 +8,219	+3%	+$456K	1.86%	18
2025 Q2	$13.7M	Buy	250,976 +30,914	+14%	+$1.59M	1.89%	19
2025 Q1	$11.4M	Buy	220,062 +37,463	+21%	+$2.09M	1.76%	19
2024 Q4	$10.3M	Buy	182,599 +38,426	+27%	+$2.16M	1.5%	21
2024 Q3	$7.92M	Buy	144,173 +31,535	+28%	+$1.69M	1.17%	23
2024 Q2	$6.25M	Buy	112,638 +7,496	+7%	+$403K	0.99%	25
2024 Q1	$5.7M	Buy	105,142 +59,786	+132%	+$3.12M	0.91%	30
2023 Q4	$2.26M	Buy	45,356 +12,382	+38%	+$598K	0.41%	39
2023 Q3	$1.58M	Buy	+32,974	New	+$1.59M	0.33%	41

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 Partners Group (Kansas)'s JEPQ Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.3% in Q2 2026, buying an estimated $59.8K and bringing the position to 45,774 shares worth $2.81M. The position accounts for 0.29% of the portfolio, ranked #50.

Financial Partners Group (Kansas) first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Financial Partners Group (Kansas) held 45,774 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.81M as of Q2 2026.
Financial Partners Group (Kansas) bought 1,008 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $59.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.29% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #50 holding.
Financial Partners Group (Kansas) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Financial Partners Group (Kansas)'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $14.9M in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.