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 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Intrepid Financial Planning Group's JEPQ Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1% in Q1 2026, selling an estimated $57.1K and leaving 96,245 shares worth $5.33M. The position accounts for 2.15% of the portfolio, ranked #11.

Intrepid Financial Planning Group first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.66M in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Intrepid Financial Planning Group held 96,245 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.33M as of Q1 2026.
Intrepid Financial Planning Group sold 987 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $57.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.15% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #11 holding.
Intrepid Financial Planning Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Intrepid Financial Planning Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $5.66M in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.