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 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 $1.66T 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

First Foundation Advisors's JEPQ Position: Q1 2026 in Review

First Foundation Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 125% in Q1 2026, buying an estimated $852K and bringing the position to 26,520 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #155.

First Foundation Advisors first reported a position in JEPQ in Q4 2023 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

First Foundation Advisors held 26,520 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.47M as of Q1 2026.
First Foundation Advisors bought 14,739 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $852K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of First Foundation Advisors's portfolio in Q1 2026, its #155 holding.
First Foundation Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 5 quarters since.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.