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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Florida Financial Advisors's JEPQ Position: Q1 2026 in Review

Florida Financial Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 13% in Q1 2026, selling an estimated $139K and leaving 16,789 shares worth $932K. The position accounts for 0.22% of the portfolio, ranked #113.

Florida Financial Advisors first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q2 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Florida Financial Advisors held 16,789 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $932K as of Q1 2026.
  • Florida Financial Advisors sold 2,404 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $139K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.22% of Florida Financial Advisors's portfolio in Q1 2026, its #113 holding.
  • Florida Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Florida Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.55M in Q2 2024.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.