IF
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Intrua Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Intrua Financial’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 		$1.29M Sell
20,911
-47
-0.2% -$2.79K 0.12% 134
2026
Q1 		$1.16M Sell
20,958
-22
-0.1% -$1.27K 0.12% 135
2025
Q4 		$1.22M Buy
20,980
+1,601
+8% +$93K 0.13% 127
2025
Q3 		$1.11M Sell
19,379
-351
-2% -$19.5K 0.12% 136
2025
Q2 		$1.07M Sell
19,730
-21,106
-52% -$1.09M 0.14% 105
2025
Q1 		$2.11M Buy
40,836
+2,464
+6% +$137K 0.31% 64
2024
Q4 		$2.16M Buy
38,372
+11,256
+42% +$632K 0.33% 56
2024
Q3 		$1.49M Sell
27,116
-1,392
-5% -$74.7K 0.22% 83
2024
Q2 		$1.58M Buy
28,508
+29
+0.1% +$1.56K 0.24% 87
2024
Q1 		$1.54M Buy
28,479
+15
+0.1% +$783 0.22% 98
2023
Q4 		$1.42M Sell
28,464
-3,735
-12% -$180K 0.21% 105
2023
Q3 		$1.51M Buy
+32,199
New +$1.55M 0.26% 87

Other funds holding JEPQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Intrua Financial's JEPQ Position: Q2 2026 in Review

Intrua Financial reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.22% in Q2 2026, selling an estimated $2.79K and leaving 20,911 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #134.

Intrua Financial first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q4 2024. 526 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Intrua Financial held 20,911 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.29M as of Q2 2026.
  • Intrua Financial sold 47 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.79K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Intrua Financial's portfolio in Q2 2026, its #134 holding.
  • Intrua Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Intrua Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.16M in Q4 2024.
  • 526 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.