First Heartland Consultants’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

First Heartland Consultants’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	$445K	Buy	7,235 +3,020	+72%	+$179K	0.03%	351
2026 Q1	$234K	Buy	+4,215	New	+$244K	0.02%	475
2025 Q2	–	Sell	-34,874	Closed	-$1.81M	–	520
2025 Q1	$1.81M	Buy	34,874 +4,507	+15%	+$251K	0.19%	110
2024 Q4	$1.71M	Buy	30,367 +4,315	+17%	+$242K	0.18%	114
2024 Q3	$1.43M	Sell	26,052 -2,300	-8%	-$123K	0.15%	111
2024 Q2	$1.57K	Buy	28,352 +4,613	+19%	+$248K	0.11%	130
2024 Q1	$1.29M	Buy	23,739 +7,560	+47%	+$395K	0.13%	144
2023 Q4	$808K	Buy	16,179 +5,504	+52%	+$266K	0.1%	161
2023 Q3	$501K	Buy	10,675 +2,585	+32%	+$125K	0.06%	210
2023 Q2	$391K	Buy	+8,090	New	+$374K	0.05%	244

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Heartland Consultants's JEPQ Position: Q2 2026 in Review

First Heartland Consultants increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 72% in Q2 2026, buying an estimated $179K and bringing the position to 7,235 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #351.

First Heartland Consultants first reported a position in JEPQ in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.81M in Q1 2025. 363 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

First Heartland Consultants held 7,235 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $445K as of Q2 2026.
First Heartland Consultants bought 3,020 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $179K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #351 holding.
First Heartland Consultants first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 10 quarters since.
First Heartland Consultants's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.81M in Q1 2025.
363 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.