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FourThought Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

FourThought Financial Partners’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 		$469K Buy
+7,623
New +$452K 0.04% 213
2025
Q4 		– Sell
-4,227
Closed -$243K – 563
2025
Q3 		$243K Buy
+4,227
New +$235K 0.02% 417

Other funds holding JEPQ

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FourThought Financial Partners's JEPQ Position: Q2 2026 in Review

FourThought Financial Partners opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 7,623 shares worth $469K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings. This is a return to the name: FourThought Financial Partners previously reported a position in JEPQ as recently as Q3 2025.

FourThought Financial Partners first reported a position in JEPQ in Q3 2025 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • FourThought Financial Partners held 7,623 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $469K as of Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new FourThought Financial Partners position in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of FourThought Financial Partners's portfolio in Q2 2026, its #213 holding.
  • FourThought Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 894 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.