Investor's Fiduciary Advisor Network’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.68M	Sell	27,311 -8,919	-25%	-$529K	0.57%	52
2026 Q1	$2.01M	Buy	36,230 +1,389	+4%	+$80.3K	0.62%	39
2025 Q4	$2.02M	Sell	34,841 -666	-2%	-$38.7K	0.43%	54
2025 Q3	$2.04M	Buy	35,507 +1,687	+5%	+$93.6K	0.69%	35
2025 Q2	$1.84M	Buy	33,820 +6,303	+23%	+$325K	0.68%	35
2025 Q1	$1.42M	Buy	27,517 +2,674	+11%	+$149K	0.67%	46
2024 Q4	$1.4M	Buy	+24,843	New	+$1.39M	0.54%	49

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

Investor's Fiduciary Advisor Network's JEPQ Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 25% in Q2 2026, selling an estimated $529K and leaving 27,311 shares worth $1.68M. The position accounts for 0.57% of the portfolio, ranked #52.

Investor's Fiduciary Advisor Network first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Investor's Fiduciary Advisor Network held 27,311 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.68M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 8,919 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $529K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.57% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #52 holding.
Investor's Fiduciary Advisor Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.04M in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.