Friday Financial
JEPQ icon

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

Friday Financial’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
Q3 		$232K Buy
3,820
+315
+9% +$18.8K 0.05% 111
2026
Q2 		$208K Sell
3,505
-221
-6% -$13.1K 0.06% 106
2026
Q1 		$207K Buy
+3,726
New +$215K 0.07% 90

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Friday Financial's JEPQ Position: Q3 2026 in Review

Friday Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9% in Q3 2026, buying an estimated $18.8K and bringing the position to 3,820 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #111.

Friday Financial first reported a position in JEPQ in Q1 2026 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Friday Financial held 3,820 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $232K as of Q3 2026.
  • Friday Financial bought 315 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $18.8K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Friday Financial's portfolio in Q3 2026, its #111 holding.
  • Friday Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.