Goldstone Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Goldstone Financial Group’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	$2.83M	Buy	46,081 +303	+0.7%	+$18K	0.26%	70
2026 Q1	$2.54M	Sell	45,778 -309	-0.7%	-$17.9K	0.28%	71
2025 Q4	$2.68M	Buy	46,087 +3,028	+7%	+$176K	0.3%	62
2025 Q3	$2.48M	Sell	43,059 -3,271	-7%	-$182K	0.29%	63
2025 Q2	$2.51M	Buy	46,330 +1,460	+3%	+$75.3K	0.33%	57
2025 Q1	$2.32M	Sell	44,870 -4,930	-10%	-$275K	0.35%	60
2024 Q4	$2.81M	Buy	49,800 +15,292	+44%	+$858K	0.44%	53
2024 Q3	$1.9M	Buy	34,508 +1,155	+3%	+$61.9K	0.33%	57
2024 Q2	$1.85M	Buy	+33,353	New	+$1.79M	0.37%	54

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

Goldstone Financial Group's JEPQ Position: Q2 2026 in Review

Goldstone Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.66% in Q2 2026, buying an estimated $18K and bringing the position to 46,081 shares worth $2.83M. The position accounts for 0.26% of the portfolio, ranked #70.

Goldstone Financial Group first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Goldstone Financial Group held 46,081 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.83M as of Q2 2026.
Goldstone Financial Group bought 303 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $18K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.26% of Goldstone Financial Group's portfolio in Q2 2026, its #70 holding.
Goldstone Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.