JSF Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

JSF Financial’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	$1.2M	Buy	19,473 +5,923	+44%	+$351K	0.19%	73
2026 Q1	$752K	Sell	13,550 -12,161	-47%	-$703K	0.15%	78
2025 Q4	$1.49M	Buy	25,711 +12,295	+92%	+$714K	0.31%	44
2025 Q3	$772K	Sell	13,416 -200	-1%	-$11.1K	0.17%	77
2025 Q2	$741K	Sell	13,616 -1,891	-12%	-$97.5K	0.18%	78
2025 Q1	$803K	Sell	15,507 -3,905	-20%	-$218K	0.21%	73
2024 Q4	$1.09M	Buy	19,412 +3,500	+22%	+$196K	0.29%	48
2024 Q3	$874K	Buy	15,912 +1,317	+9%	+$70.6K	0.25%	58
2024 Q2	$810K	Sell	14,595 -43	-0.3%	-$2.31K	0.25%	54
2024 Q1	$794K	Buy	14,638 +5,770	+65%	+$301K	0.25%	50
2023 Q4	$443K	Buy	+8,868	New	+$428K	0.15%	71

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

JSF Financial's JEPQ Position: Q2 2026 in Review

JSF Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 44% in Q2 2026, buying an estimated $351K and bringing the position to 19,473 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #73.

JSF Financial first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

JSF Financial held 19,473 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.2M as of Q2 2026.
JSF Financial bought 5,923 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $351K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of JSF Financial's portfolio in Q2 2026, its #73 holding.
JSF Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
JSF Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.49M in Q4 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.