First Foundation Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

First Foundation Advisors’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	$1.64M	Buy	26,632 +112	+0.4%	+$6.65K	0.06%	153
2026 Q1	$1.47M	Buy	26,520 +14,739	+125%	+$852K	0.06%	155
2025 Q4	$685K	Buy	+11,781	New	+$685K	0.03%	201
2024 Q3	–	Sell	-6,631	Closed	-$368K	–	399
2024 Q2	$368K	Sell	6,631 -269	-4%	-$14.5K	0.01%	259
2024 Q1	$374K	Sell	6,900 -4,092	-37%	-$214K	0.02%	260
2023 Q4	$549K	Buy	+10,992	New	+$531K	0.03%	219

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

First Foundation Advisors's JEPQ Position: Q2 2026 in Review

First Foundation Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.42% in Q2 2026, buying an estimated $6.65K and bringing the position to 26,632 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #153.

First Foundation Advisors first reported a position in JEPQ in Q4 2023 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

First Foundation Advisors held 26,632 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.64M as of Q2 2026.
First Foundation Advisors bought 112 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $6.65K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of First Foundation Advisors's portfolio in Q2 2026, its #153 holding.
First Foundation Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.