Global Retirement Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Global Retirement 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	$3.76M	Buy	+61,151	New	+$3.63M	0.06%	309
2025 Q4	$2.58M	Buy	44,323 +5,408	+14%	+$314K	0.05%	362
2025 Q3	$2.24M	Buy	38,915 +890	+2%	+$49.4K	0.05%	328
2025 Q2	$2.07M	Buy	+38,025	New	+$1.96M	0.05%	329
2024 Q4	$2.69M	Buy	47,687 +5,526	+13%	+$310K	0.08%	247
2024 Q3	$2.32M	Buy	42,161 +14,605	+53%	+$783K	0.07%	266
2024 Q2	$1.53M	Buy	27,556 +8,474	+44%	+$455K	0.05%	327
2024 Q1	$1.03M	Buy	19,082 +1,258	+7%	+$65.7K	0.04%	356
2023 Q4	$902K	Buy	17,824 +7,596	+74%	+$367K	0.04%	359
2023 Q3	$477K	Buy	10,228 +9,979	+4,008%	+$481K	0.02%	448
2023 Q2	$12.1K	Buy	249 +213	+592%	+$9.85K	﹤0.01%	1896
2023 Q1	$1.64K	Buy	36 +11	+44%	+$471	﹤0.01%	2569
2022 Q4	$1.02K	Buy	+25	New	+$1.06K	﹤0.01%	2590

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 $445B AUM 25.58% 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 22.96% 1-Year Est. Return

Global Retirement Partners's JEPQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 61,151 shares worth $3.76M. The stake represents 0.06% of the portfolio and ranks #309 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JEPQ as recently as Q4 2025.

Global Retirement Partners first reported a position in JEPQ in Q4 2022 and has held it in 13 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Global Retirement Partners held 61,151 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.76M as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #309 holding.
Global Retirement Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 13 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.