Focus Financial Network’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Focus Financial Network’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	$1.17M	Buy	19,044 +10,223	+116%	+$607K	0.04%	316
2026 Q1	$490K	Sell	8,821 -2,194	-20%	-$127K	0.02%	464
2025 Q4	$647K	Sell	11,015 -1,299	-11%	-$75.5K	0.02%	402
2025 Q3	$708K	Buy	12,314 +30	+0.2%	+$1.67K	0.03%	380
2025 Q2	$668K	Buy	12,284 +1,895	+18%	+$97.7K	0.03%	370
2025 Q1	$538K	Buy	10,389 +1,633	+19%	+$91K	0.02%	407
2024 Q4	$497K	Buy	+8,756	New	+$492K	0.02%	417

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

Focus Financial Network's JEPQ Position: Q2 2026 in Review

Focus Financial Network increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 116% in Q2 2026, buying an estimated $607K and bringing the position to 19,044 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #316.

Focus Financial Network first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Focus Financial Network held 19,044 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.17M as of Q2 2026.
Focus Financial Network bought 10,223 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $607K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Focus Financial Network's portfolio in Q2 2026, its #316 holding.
Focus Financial Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.