Hofer & Associates’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Hofer & Associates’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 Q3	$999K	Buy	+16,308	New	+$973K	0.7%	38

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Hofer & Associates's JEPQ Position: Q3 2026 in Review

Hofer & Associates opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 16,308 shares worth $999K. The stake represents 0.7% of the portfolio and ranks #38 among its holdings.

330 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Hofer & Associates held 16,308 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $999K as of Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Hofer & Associates position in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.7% of Hofer & Associates's portfolio in Q3 2026, its #38 holding.
330 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.