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

Greater Midwest 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	$420K	Sell	6,832 -7,240	-51%	-$430K	0.21%	42
2026 Q1	$781K	Sell	14,072 -81,027	-85%	-$4.69M	0.42%	34
2025 Q4	$5.53M	Buy	95,099 +8,648	+10%	+$502K	3.09%	11
2025 Q3	$4.97M	Buy	86,451 +6,632	+8%	+$368K	3.21%	10
2025 Q2	$4.34M	Buy	+79,819	New	+$4.11M	3.32%	10
2024 Q1	–	Sell	-180,654	Closed	-$9.02M	–	54
2023 Q4	$9.02M	Buy	+180,654	New	+$8.72M	6.14%	6

Other funds holding JEPQ

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Greater Midwest Financial Group's JEPQ Position: Q2 2026 in Review

Greater Midwest Financial Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 51% in Q2 2026, selling an estimated $430K and leaving 6,832 shares worth $420K. The position accounts for 0.21% of the portfolio, ranked #42.

Greater Midwest Financial Group first reported a position in JEPQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $9.02M in Q4 2023. 363 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Greater Midwest Financial Group held 6,832 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $420K as of Q2 2026.
Greater Midwest Financial Group sold 7,240 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $430K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.21% of Greater Midwest Financial Group's portfolio in Q2 2026, its #42 holding.
Greater Midwest Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 6 quarters since.
Greater Midwest Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $9.02M in Q4 2023.
363 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.