James Reed Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

James Reed Financial Services’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	$26.1M	Buy	424,120 +2,833	+0.7%	+$168K	19.9%	3
2026 Q1	$23.4M	Sell	421,287 -18,559	-4%	-$1.07M	20.25%	3
2025 Q4	$25.6M	Buy	439,846 +26,869	+7%	+$1.56M	20.49%	3
2025 Q3	$23.8M	Sell	412,977 -14,790	-3%	-$821K	21.3%	3
2025 Q2	$23.3M	Buy	427,767 +33,275	+8%	+$1.72M	21.12%	3
2025 Q1	$20.4M	Sell	394,492 -1,497	-0.4%	-$83.4K	22.77%	3
2024 Q4	$22.3M	Buy	+395,989	New	+$22.2M	23.29%	3

Other funds holding JEPQ

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

James Reed Financial Services's JEPQ Position: Q2 2026 in Review

James Reed Financial Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.67% in Q2 2026, buying an estimated $168K and bringing the position to 424,120 shares worth $26.1M. The position accounts for 19.9% of the portfolio, ranked #3.

James Reed Financial Services first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 454 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

James Reed Financial Services held 424,120 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $26.1M as of Q2 2026.
James Reed Financial Services bought 2,833 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $168K.
JPMorgan Nasdaq Equity Premium Income ETF made up 19.9% of James Reed Financial Services's portfolio in Q2 2026, its #3 holding.
James Reed Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
454 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.