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IFP Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

IFP Advisors’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 		$3.58M Buy
58,185
+2,397
+4% +$142K 0.06% 338
2026
Q1 		$3.1M Buy
55,788
+11,396
+26% +$659K 0.06% 331
2025
Q4 		$2.58M Buy
44,392
+4,566
+11% +$265K 0.06% 352
2025
Q3 		$2.29M Buy
39,826
+5,737
+17% +$318K 0.06% 346
2025
Q2 		$1.85M Buy
34,089
+7,103
+26% +$366K 0.05% 369
2025
Q1 		$1.4M Sell
26,986
-12,342
-31% -$687K 0.04% 458
2024
Q4 		$2.22M Buy
39,328
+2,628
+7% +$148K 0.07% 312
2024
Q3 		$2.02M Sell
36,700
-2,684
-7% -$144K 0.07% 302
2024
Q2 		$2.19M Sell
39,384
-5,958
-13% -$320K 0.09% 244
2024
Q1 		$2.46M Buy
45,342
+8,879
+24% +$464K 0.11% 209
2023
Q4 		$1.82M Buy
36,463
+8,237
+29% +$398K 0.09% 256
2023
Q3 		$1.32M Buy
28,226
+248
+0.9% +$11.9K 0.06% 325
2023
Q2 		$1.35M Buy
27,978
+9,244
+49% +$427K 0.06% 347
2023
Q1 		$957K Buy
18,734
+17,570
+1,509% +$753K 0.04% 402
2022
Q4 		$60K Buy
1,164
+86
+8% +$3.66K ﹤0.01% 2115
2022
Q3 		$55K Buy
+1,078
New +$50.5K ﹤0.01% 2291

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

IFP Advisors's JEPQ Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.3% in Q2 2026, buying an estimated $142K and bringing the position to 58,185 shares worth $3.58M. The position accounts for 0.06% of the portfolio, ranked #338.

IFP Advisors first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • IFP Advisors held 58,185 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.58M as of Q2 2026.
  • IFP Advisors bought 2,397 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $142K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #338 holding.
  • IFP Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.