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Henderson Brothers Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Henderson Brothers Financial 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 		$2.69M Sell
43,840
-41,106
-48% -$2.44M 1.28% 18
2026
Q1 		$4.72M Buy
+84,946
New +$4.91M 1.19% 17
2025
Q1 		$2.38M Buy
+40,976
New +$2.28M 1.19% 19

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Henderson Brothers Financial Partners's JEPQ Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 48% in Q2 2026, selling an estimated $2.44M and leaving 43,840 shares worth $2.69M. The position accounts for 1.28% of the portfolio, ranked #18.

Henderson Brothers Financial Partners first reported a position in JEPQ in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.72M in Q1 2026. 1,023 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Henderson Brothers Financial Partners held 43,840 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.69M as of Q2 2026.
  • Henderson Brothers Financial Partners sold 41,106 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.44M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 1.28% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #18 holding.
  • Henderson Brothers Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $4.72M in Q1 2026.
  • 1,023 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.