Focus Partners Advisor Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Focus Partners Advisor Solutions’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	$506K	Buy	8,226 +380	+5%	+$22.5K	﹤0.01%	811
2026 Q1	$436K	Buy	7,846 +304	+4%	+$17.6K	﹤0.01%	843
2025 Q4	$438K	Buy	7,542 +2,872	+61%	+$167K	0.01%	755
2025 Q3	$270K	Sell	4,670 -1,899	-29%	-$105K	﹤0.01%	954
2025 Q2	$357K	Sell	6,569 -2,797	-30%	-$144K	﹤0.01%	785
2025 Q1	$485K	Buy	+9,366	New	+$522K	0.01%	594

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 Partners Advisor Solutions's JEPQ Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.8% in Q2 2026, buying an estimated $22.5K and bringing the position to 8,226 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Focus Partners Advisor Solutions first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Focus Partners Advisor Solutions held 8,226 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $506K as of Q2 2026.
Focus Partners Advisor Solutions bought 380 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $22.5K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #811 holding.
Focus Partners Advisor Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.