Foresight Capital Management Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Foresight Capital Management 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	$7.2M	Buy	117,181 +2,374	+2%	+$141K	3.5%	3
2026 Q1	$6.37M	Buy	114,807 +3,515	+3%	+$203K	3.55%	3
2025 Q4	$6.47M	Buy	111,292 +3,309	+3%	+$192K	3.5%	4
2025 Q3	$6.21M	Buy	107,983 +276	+0.3%	+$15.3K	3.49%	4
2025 Q2	$5.86M	Buy	107,707 +10,084	+10%	+$520K	3.41%	6
2025 Q1	$5.05M	Buy	97,623 +10,537	+12%	+$587K	3.14%	5
2024 Q4	$4.91M	Buy	87,086 +37,316	+75%	+$2.09M	2.87%	8
2024 Q3	$2.73M	Buy	49,770 +4,201	+9%	+$225K	1.62%	27
2024 Q2	$2.53M	Buy	+45,569	New	+$2.45M	1.71%	24

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Foresight Capital Management Advisors's JEPQ Position: Q2 2026 in Review

Foresight Capital Management Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.1% in Q2 2026, buying an estimated $141K and bringing the position to 117,181 shares worth $7.2M. The position accounts for 3.5% of the portfolio, ranked #3.

Foresight Capital Management Advisors first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 363 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Foresight Capital Management Advisors held 117,181 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $7.2M as of Q2 2026.
Foresight Capital Management Advisors bought 2,374 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $141K.
JPMorgan Nasdaq Equity Premium Income ETF made up 3.5% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #3 holding.
Foresight Capital Management Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
363 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.