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JT Stratford LLC’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

JT Stratford LLC’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 		$3.4M Buy
55,357
+1,470
+3% +$87.2K 0.37% 63
2026
Q1 		$2.99M Sell
53,887
-757
-1% -$43.8K 0.38% 61
2025
Q4 		$3.18M Sell
54,644
-1,778
-3% -$103K 0.41% 57
2025
Q3 		$3.25M Buy
56,422
+32
+0.1% +$1.78K 0.43% 49
2025
Q2 		$3.07M Buy
56,390
+2,582
+5% +$133K 0.46% 43
2025
Q1 		$2.79M Buy
53,808
+4,205
+8% +$234K 0.49% 36
2024
Q4 		$2.8M Sell
49,603
-2,269
-4% -$127K 0.46% 39
2024
Q3 		$2.85M Buy
51,872
+12,277
+31% +$658K 0.49% 40
2024
Q2 		$2.2M Buy
39,595
+1,169
+3% +$62.8K 0.41% 52
2024
Q1 		$2.08M Buy
38,426
+3,132
+9% +$164K 0.42% 58
2023
Q4 		$1.76M Buy
35,294
+201
+0.6% +$9.7K 0.4% 58
2023
Q3 		$1.65M Buy
35,093
+1,318
+4% +$63.5K 0.43% 58
2023
Q2 		$1.63M Buy
+33,775
New +$1.56M 0.44% 63

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JT Stratford LLC's JEPQ Position: Q2 2026 in Review

JT Stratford LLC increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.7% in Q2 2026, buying an estimated $87.2K and bringing the position to 55,357 shares worth $3.4M. The position accounts for 0.37% of the portfolio, ranked #63.

JT Stratford LLC first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • JT Stratford LLC held 55,357 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.4M as of Q2 2026.
  • JT Stratford LLC bought 1,470 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $87.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.37% of JT Stratford LLC's portfolio in Q2 2026, its #63 holding.
  • JT Stratford LLC first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.