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Independent Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Independent Financial Group’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 		$21.6M Buy
351,960
+42,067
+14% +$2.5M 0.4% 34
2026
Q1 		$17.2M Sell
309,893
-8,455
-3% -$489K 0.39% 40
2025
Q4 		$18.5M Buy
318,348
+48,255
+18% +$2.8M 0.41% 38
2025
Q3 		$15.5M Sell
270,093
-13,068
-5% -$725K 0.37% 40
2025
Q2 		$15.4M Sell
283,161
-13,747
-5% -$709K 0.42% 34
2025
Q1 		$15.4M Sell
296,908
-37,306
-11% -$2.08M 0.53% 28
2024
Q4 		$18.8M Buy
334,214
+18,690
+6% +$1.05M 0.63% 24
2024
Q3 		$17.3M Buy
315,524
+27,021
+9% +$1.45M 0.64% 22
2024
Q2 		$16M Buy
288,503
+17,119
+6% +$920K 0.64% 21
2024
Q1 		$14.7M Buy
271,384
+58,477
+27% +$3.05M 0.68% 22
2023
Q4 		$10.6M Buy
212,907
+42,226
+25% +$2.04M 0.57% 22
2023
Q3 		$8.01M Buy
170,681
+50,186
+42% +$2.42M 0.52% 26
2023
Q2 		$5.83M Buy
120,495
+43,921
+57% +$2.03M 0.4% 41
2023
Q1 		$3.45M Buy
+76,574
New +$3.28M 0.28% 77

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's JEPQ Position: Q2 2026 in Review

Independent Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q2 2026, buying an estimated $2.5M and bringing the position to 351,960 shares worth $21.6M. The position accounts for 0.4% of the portfolio, ranked #34.

Independent Financial Group first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 992 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Independent Financial Group held 351,960 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $21.6M as of Q2 2026.
  • Independent Financial Group bought 42,067 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.5M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.4% of Independent Financial Group's portfolio in Q2 2026, its #34 holding.
  • Independent Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 992 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.