Forum Financial Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Forum Financial Management’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	$273K	Buy	4,437 +420	+10%	+$24.9K	﹤0.01%	286
2026 Q1	$223K	Hold	4,017	–	–	﹤0.01%	295
2025 Q4	$233K	Hold	4,017	–	–	﹤0.01%	881
2025 Q3	$231K	Sell	4,017 -663	-14%	-$36.8K	﹤0.01%	885
2025 Q2	$255K	Buy	4,680 +209	+5%	+$10.8K	﹤0.01%	767
2025 Q1	$232K	Buy	4,471 +454	+11%	+$25.3K	﹤0.01%	743
2024 Q4	$226K	Hold	4,017	–	–	﹤0.01%	779
2024 Q3	$221K	Buy	+4,017	New	+$215K	﹤0.01%	672

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

Forum Financial Management's JEPQ Position: Q2 2026 in Review

Forum Financial Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 10% in Q2 2026, buying an estimated $24.9K and bringing the position to 4,437 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Forum Financial Management first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Forum Financial Management held 4,437 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $273K as of Q2 2026.
Forum Financial Management bought 420 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $24.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #286 holding.
Forum Financial Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.