Florida Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Florida Financial 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	$939K	Sell	15,274 -1,515	-9%	-$89.9K	0.16%	139
2026 Q1	$932K	Sell	16,789 -2,404	-13%	-$139K	0.22%	113
2025 Q4	$1.12M	Buy	19,193 +5,115	+36%	+$297K	0.3%	84
2025 Q3	$810K	Buy	14,078 +314	+2%	+$17.4K	0.25%	105
2025 Q2	$749K	Sell	13,764 -3,823	-22%	-$197K	0.25%	97
2025 Q1	$910K	Sell	17,587 -8,497	-33%	-$473K	0.36%	61
2024 Q4	$1.47M	Sell	26,084 -1,283	-5%	-$72K	0.66%	29
2024 Q3	$1.53M	Sell	27,367 -515	-2%	-$27.6K	0.79%	25
2024 Q2	$1.55M	Buy	27,882 +9,411	+51%	+$506K	0.93%	23
2024 Q1	$1M	Buy	18,471 +12,919	+233%	+$675K	0.74%	25
2023 Q4	$277K	Buy	+5,552	New	+$268K	0.26%	77

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

Florida Financial Advisors's JEPQ Position: Q2 2026 in Review

Florida Financial Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9% in Q2 2026, selling an estimated $89.9K and leaving 15,274 shares worth $939K. The position accounts for 0.16% of the portfolio, ranked #139.

Florida Financial Advisors first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q2 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Florida Financial Advisors held 15,274 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $939K as of Q2 2026.
Florida Financial Advisors sold 1,515 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $89.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.16% of Florida Financial Advisors's portfolio in Q2 2026, its #139 holding.
Florida Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.55M in Q2 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.