Fortitude Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Fortitude Advisory Group’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	$206K	Buy	+3,353	New	+$199K	0.08%	214
2025 Q3	–	Sell	-7,975	Closed	-$434K	–	225
2025 Q2	$434K	Buy	7,975 +12	+0.2%	+$619	0.25%	85
2025 Q1	$388K	Buy	7,963 +18	+0.2%	+$1K	0.28%	76
2024 Q4	$448K	Buy	7,945 +13	+0.2%	+$730	0.27%	76
2024 Q3	$436K	Buy	7,932 +547	+7%	+$29.3K	0.27%	86
2024 Q2	$410K	Buy	7,385 +2,813	+62%	+$151K	0.24%	82
2024 Q1	$248K	Buy	+4,572	New	+$239K	0.14%	158

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

Fortitude Advisory Group's JEPQ Position: Q2 2026 in Review

Fortitude Advisory Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,353 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #214 among its holdings. This is a return to the name: Fortitude Advisory Group previously reported a position in JEPQ as recently as Q2 2025.

Fortitude Advisory Group first reported a position in JEPQ in Q1 2024 and has held it in 7 quarters since. The position peaked at $448K in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Fortitude Advisory Group held 3,353 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $206K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Fortitude Advisory Group position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Fortitude Advisory Group's portfolio in Q2 2026, its #214 holding.
Fortitude Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 7 quarters since.
Fortitude Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $448K in Q4 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.