Founders Financial Alliance’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Founders Financial Alliance’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	$133K	Buy	2,163 +572	+36%	+$33.9K	0.02%	475
2026 Q1	$88.3K	Buy	1,591 +409	+35%	+$23.7K	0.02%	464
2025 Q4	$68.7K	Sell	1,182 -559	-32%	-$32.5K	0.01%	412
2025 Q3	$100K	Buy	1,741 +559	+47%	+$31K	0.02%	435
2025 Q2	$64.3K	Hold	1,182	–	–	0.01%	373
2025 Q1	$61.2K	Hold	1,182	–	–	0.01%	425
2024 Q4	$66.6K	Hold	1,182	–	–	0.02%	362
2024 Q3	$64.9K	Buy	+1,182	New	+$63.4K	0.02%	371

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

Founders Financial Alliance's JEPQ Position: Q2 2026 in Review

Founders Financial Alliance increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 36% in Q2 2026, buying an estimated $33.9K and bringing the position to 2,163 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #475.

Founders Financial Alliance 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.

Founders Financial Alliance held 2,163 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $133K as of Q2 2026.
Founders Financial Alliance bought 572 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $33.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #475 holding.
Founders Financial Alliance 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.