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Garton & Associates Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-40
Closed -$2.33K – 415
2025
Q4 		$2.33K Buy
+40
New +$2.32K ﹤0.01% 1087

Other funds holding JEPQ

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JP Morgan Chase
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Garton & Associates Financial Advisors's JEPQ Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 40 shares — an estimated $2.33K sold.

Garton & Associates Financial Advisors first reported a position in JEPQ in Q4 2025 and held it in 1 quarter. The position peaked at $2.33K in Q4 2025. 965 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 40 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $2.33K.
  • Garton & Associates Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.33K in Q4 2025.
  • 965 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.