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Fortress Financial Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Fortress Financial 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
Q1 		$3.25M Buy
58,572
+5,901
+11% +$341K 3.4% 10
2025
Q4 		$3.06M Buy
52,671
+9,624
+22% +$559K 3.13% 10
2025
Q3 		$2.48M Buy
43,047
+33,968
+374% +$1.89M 2.7% 11
2025
Q2 		$494K Buy
+9,079
New +$468K 0.62% 31

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fortress Financial Solutions's JEPQ Position: Q1 2026 in Review

Fortress Financial Solutions increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q1 2026, buying an estimated $341K and bringing the position to 58,572 shares worth $3.25M. The position accounts for 3.4% of the portfolio, ranked #10.

Fortress Financial Solutions first reported a position in JEPQ in Q2 2025 and has held it in 4 quarters since. 965 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Fortress Financial Solutions held 58,572 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.25M as of Q1 2026.
  • Fortress Financial Solutions bought 5,901 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $341K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 3.4% of Fortress Financial Solutions's portfolio in Q1 2026, its #10 holding.
  • Fortress Financial Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 965 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.