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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
Q3 		$352K Sell
5,746
-1,489
-21% -$88.8K 0.02% 425
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 		$1.57M 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 $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

First Heartland Consultants's JEPQ Position: Q3 2026 in Review

First Heartland Consultants reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 21% in Q3 2026, selling an estimated $88.8K and leaving 5,746 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #425.

First Heartland Consultants first reported a position in JEPQ in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2025. 57 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • First Heartland Consultants held 5,746 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $352K as of Q3 2026.
  • First Heartland Consultants sold 1,489 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $88.8K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #425 holding.
  • First Heartland Consultants first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 11 quarters since.
  • First Heartland Consultants's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.81M in Q1 2025.
  • 57 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.