GGI
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Godsey & Gibb Inc’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Godsey & Gibb 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 		$18K Buy
293
+100
+52% +$5.93K ﹤0.01% 246
2026
Q1 		$10.7K Hold
193
– – ﹤0.01% 275
2025
Q4 		$11.2K Hold
193
– – ﹤0.01% 285
2025
Q3 		$11.1K Buy
+193
New +$10.7K ﹤0.01% 265
2025
Q1 		– Sell
-1,516
Closed -$85.5K – 394
2024
Q4 		$85.5K Buy
+1,516
New +$85.1K 0.01% 143

Other funds holding JEPQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Godsey & Gibb Inc's JEPQ Position: Q2 2026 in Review

Godsey & Gibb Inc increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 52% in Q2 2026, buying an estimated $5.93K and bringing the position to 293 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Godsey & Gibb Inc first reported a position in JEPQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $85.5K in Q4 2024. 676 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Godsey & Gibb Inc held 293 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $18K as of Q2 2026.
  • Godsey & Gibb Inc bought 100 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $5.93K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #246 holding.
  • Godsey & Gibb Inc first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
  • Godsey & Gibb Inc's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $85.5K in Q4 2024.
  • 676 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.