Ignite Planners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Ignite Planners’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	$6.25M	Buy	101,973 +3,776	+4%	+$225K	0.81%	25
2026 Q2	$6.04M	Buy	98,197 +2,600	+3%	+$154K	0.83%	27
2026 Q1	$5.31M	Buy	95,597 +295	+0.3%	+$17.1K	0.82%	25
2025 Q4	$5.66M	Buy	95,302 +3,914	+4%	+$227K	0.87%	25
2025 Q3	$5.26M	Buy	91,388 +2,349	+3%	+$130K	0.86%	27
2025 Q2	$4.87M	Sell	89,039 -1,384	-2%	-$71.3K	0.85%	27
2025 Q1	$4.62M	Sell	90,423 -1,132	-1%	-$63.1K	0.9%	24
2024 Q4	$5.23M	Buy	91,555 +2,037	+2%	+$114K	1.15%	19
2024 Q3	$4.92M	Buy	89,518 +2,166	+2%	+$116K	1.13%	19
2024 Q2	$4.88M	Buy	87,352 +8,644	+11%	+$465K	1.19%	18
2024 Q1	$4.24M	Buy	78,708 +4,073	+5%	+$213K	1.19%	17
2023 Q4	$3.7M	Buy	74,635 +6,612	+10%	+$319K	1.1%	21
2023 Q3	$3.17M	Buy	68,023 +18,482	+37%	+$890K	0.97%	17
2023 Q2	$2.37M	Buy	49,541 +23,520	+90%	+$1.09M	0.91%	20
2023 Q1	$1.16M	Buy	26,021 +1,243	+5%	+$53.3K	0.48%	54
2022 Q4	$1.07M	Buy	+24,778	New	+$1.05M	0.45%	59

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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 33.52% 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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Ignite Planners's JEPQ Position: Q3 2026 in Review

Ignite Planners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.8% in Q3 2026, buying an estimated $225K and bringing the position to 101,973 shares worth $6.25M. The position accounts for 0.81% of the portfolio, ranked #25.

Ignite Planners first reported a position in JEPQ in Q4 2022 and has held it in 16 quarters since. 263 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Ignite Planners held 101,973 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.25M as of Q3 2026.
Ignite Planners bought 3,776 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $225K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.81% of Ignite Planners's portfolio in Q3 2026, its #25 holding.
Ignite Planners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 16 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.