BFC Planning, Inc.’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

BFC Planning, Inc.’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	$1.62M	Sell	26,293 -1,842	-7%	-$109K	0.07%	285
2026 Q1	$1.56M	Sell	28,135 -2,225	-7%	-$129K	0.07%	270
2025 Q4	$1.76M	Buy	30,360 +5,205	+21%	+$302K	0.08%	248
2025 Q3	$1.45M	Buy	25,155 +2,715	+12%	+$151K	0.1%	176
2025 Q2	$1.22M	Buy	22,440 +16,459	+275%	+$848K	0.1%	193
2025 Q1	$310K	Buy	5,981 +4,500	+304%	+$251K	0.03%	460
2024 Q4	$83.5K	Buy	+1,481	New	+$83.1K	0.01%	938

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 $468B AUM 17.69% 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 22.9% 1-Year Est. Return

BFC Planning, Inc.'s JEPQ Position: Q2 2026 in Review

BFC Planning, Inc. reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.5% in Q2 2026, selling an estimated $109K and leaving 26,293 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #285.

BFC Planning, Inc. first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2025. 1,034 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

BFC Planning, Inc. held 26,293 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.62M as of Q2 2026.
BFC Planning, Inc. sold 1,842 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $109K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #285 holding.
BFC Planning, Inc. first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.76M in Q4 2025.
1,034 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.