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Jaffetilchin Investment Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Jaffetilchin Investment Partners’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 		$1.26M Buy
22,731
+1,927
+9% +$111K 0.08% 172
2025
Q4 		$1.21M Sell
20,804
-207
-1% -$12K 0.07% 170
2025
Q3 		$1.21M Buy
21,011
+1,833
+10% +$102K 0.07% 166
2025
Q2 		$1.04M Buy
19,178
+4,165
+28% +$215K 0.07% 175
2025
Q1 		$777K Sell
15,013
-2,751
-15% -$153K 0.06% 200
2024
Q4 		$1M Buy
17,764
+1,225
+7% +$68.8K 0.07% 163
2024
Q3 		$908K Buy
16,539
+37
+0.2% +$1.98K 0.07% 161
2024
Q2 		$916K Sell
16,502
-505
-3% -$27.1K 0.08% 142
2024
Q1 		$922K Buy
17,007
+2,813
+20% +$147K 0.08% 139
2023
Q4 		$709K Buy
14,194
+183
+1% +$8.83K 0.07% 176
2023
Q3 		$658K Buy
14,011
+211
+2% +$10.2K 0.07% 163
2023
Q2 		$667K Buy
13,800
+6,361
+86% +$294K 0.07% 164
2023
Q1 		$335K Buy
+7,439
New +$319K 0.04% 265

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jaffetilchin Investment Partners's JEPQ Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.3% in Q1 2026, buying an estimated $111K and bringing the position to 22,731 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #172.

Jaffetilchin Investment Partners first reported a position in JEPQ in Q1 2023 and has held it in 13 quarters since. 964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Jaffetilchin Investment Partners held 22,731 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.26M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1,927 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $111K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #172 holding.
  • Jaffetilchin Investment Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.