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John W. Brooker & Co’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

John W. Brooker & Co’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 		$1.94M Buy
31,618
+11,931
+61% +$708K 2.35% 12
2026
Q1 		$1.09M Buy
19,687
+6,820
+53% +$394K 1.72% 21
2025
Q4 		$748K Buy
12,867
+7,978
+163% +$464K 1.34% 23
2025
Q3 		$281K Buy
+4,889
New +$271K 0.57% 35

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
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
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

John W. Brooker & Co's JEPQ Position: Q2 2026 in Review

John W. Brooker & Co increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 61% in Q2 2026, buying an estimated $708K and bringing the position to 31,618 shares worth $1.94M. The position accounts for 2.35% of the portfolio, ranked #12.

John W. Brooker & Co first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • John W. Brooker & Co held 31,618 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.94M as of Q2 2026.
  • John W. Brooker & Co bought 11,931 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $708K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 2.35% of John W. Brooker & Co's portfolio in Q2 2026, its #12 holding.
  • John W. Brooker & Co first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.