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

Intrepid Financial Planning 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	$5.99M	Buy	97,381 +1,136	+1%	+$67.4K	2.03%	12
2026 Q1	$5.33M	Sell	96,245 -987	-1%	-$57.1K	2.15%	11
2025 Q4	$5.65M	Sell	97,232 -1,205	-1%	-$70K	2.15%	13
2025 Q3	$5.66M	Buy	98,437 +4,578	+5%	+$254K	2.16%	13
2025 Q2	$5.11M	Buy	93,859 +8,279	+10%	+$427K	2.15%	11
2025 Q1	$4.43M	Buy	85,580 +7,737	+10%	+$431K	2.05%	13
2024 Q4	$4.39M	Buy	77,843 +37,555	+93%	+$2.11M	1.85%	14
2024 Q3	$2.21M	Buy	40,288 +23,430	+139%	+$1.26M	0.95%	25
2024 Q2	$936K	Buy	16,858 +10,284	+156%	+$553K	0.4%	49
2024 Q1	$357K	Buy	+6,574	New	+$343K	0.15%	89

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

Intrepid Financial Planning Group's JEPQ Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.2% in Q2 2026, buying an estimated $67.4K and bringing the position to 97,381 shares worth $5.99M. The position accounts for 2.03% of the portfolio, ranked #12.

Intrepid Financial Planning Group first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Intrepid Financial Planning Group held 97,381 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.99M as of Q2 2026.
Intrepid Financial Planning Group bought 1,136 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $67.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.03% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #12 holding.
Intrepid Financial Planning Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 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 Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.