IFG Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

IFG Advisory’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 Q1	–	Sell	-30,950	Closed	-$1.8M	–	640
2025 Q4	$1.8M	Buy	30,950 +2,257	+8%	+$131K	0.08%	264
2025 Q3	$1.65M	Sell	28,693 -1,049	-4%	-$58.2K	0.08%	266
2025 Q2	$1.62M	Buy	29,742 +180	+0.6%	+$9.28K	0.08%	257
2025 Q1	$1.53M	Buy	29,562 +364	+1%	+$20.3K	0.08%	249
2024 Q4	$1.65M	Sell	29,198 -1,867	-6%	-$105K	0.09%	232
2024 Q3	$1.71M	Sell	31,065 -3,209	-9%	-$172K	0.11%	220
2024 Q2	$1.9M	Buy	34,274 +15,748	+85%	+$846K	0.12%	198
2024 Q1	$1M	Buy	18,526 +14,314	+340%	+$747K	0.07%	247
2023 Q4	$210K	Buy	+4,212	New	+$203K	0.02%	546

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFG Advisory's JEPQ Position: Q1 2026 in Review

IFG Advisory sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 30,950 shares — an estimated $1.8M sold.

IFG Advisory first reported a position in JEPQ in Q4 2023 and held it in 9 quarters. The position peaked at $1.9M in Q2 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

IFG Advisory reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 30,950 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.8M.
IFG Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and held it in 9 quarters.
IFG Advisory's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.9M in Q2 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.