James J. Burns & Company’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

James J. Burns & Company’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	$385K	Buy	+6,264	New	+$372K	0.04%	118

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

James J. Burns & Company's JEPQ Position: Q2 2026 in Review

James J. Burns & Company opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 6,264 shares worth $385K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings.

1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

James J. Burns & Company held 6,264 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $385K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new James J. Burns & Company position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of James J. Burns & Company's portfolio in Q2 2026, its #118 holding.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.