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

Future Financial Wealth 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 		$734K Sell
12,535
-4,164
-25% -$247K 0.46% 42
2026
Q1 		$977K Sell
16,699
-66
-0.4% -$3.82K 0.63% 29
2025
Q4 		$971K Buy
16,765
+350
+2% +$20.3K 0.65% 26
2025
Q3 		$944K Buy
16,415
+4,376
+36% +$243K 0.59% 32
2025
Q2 		$655K Buy
12,039
+11,539
+2,308% +$595K 0.45% 44
2025
Q1 		$25.9K Buy
+500
New +$27.9K 0.02% 298

Other funds holding JEPQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Future Financial Wealth Management's JEPQ Position: Q2 2026 in Review

Future Financial Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 25% in Q2 2026, selling an estimated $247K and leaving 12,535 shares worth $734K. The position accounts for 0.46% of the portfolio, ranked #42.

Future Financial Wealth Management first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $977K in Q1 2026. 571 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Future Financial Wealth Management held 12,535 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $734K as of Q2 2026.
  • Future Financial Wealth Management sold 4,164 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $247K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.46% of Future Financial Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Future Financial Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Future Financial Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $977K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.