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 Q2	$2.35M	Buy	+38,273	New	+$2.27M	0.08%	259
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 $1.89T 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

IFG Advisory's JEPQ Position: Q2 2026 in Review

IFG Advisory opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 38,273 shares worth $2.35M. The stake represents 0.08% of the portfolio and ranks #259 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JEPQ as recently as Q4 2025.

IFG Advisory first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

IFG Advisory held 38,273 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.35M as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new IFG Advisory position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of IFG Advisory's portfolio in Q2 2026, its #259 holding.
IFG Advisory first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.