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

Kapstone Financial Advisors’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	$670K	Buy	10,895 +1,853	+20%	+$110K	0.28%	63
2026 Q1	$502K	Buy	9,042 +3,845	+74%	+$222K	0.25%	69
2025 Q4	$302K	Buy	5,197 +510	+11%	+$29.6K	0.15%	81
2025 Q3	$270K	Buy	+4,687	New	+$260K	0.13%	91
2025 Q2	–	Sell	-8,376	Closed	-$434K	–	123
2025 Q1	$434K	Buy	8,376 +4,400	+111%	+$245K	0.25%	65
2024 Q4	$228K	Sell	3,976 -549	-12%	-$30.8K	0.12%	97
2024 Q3	$248K	Buy	4,525 +778	+21%	+$41.7K	0.15%	89
2024 Q2	$208K	Buy	+3,747	New	+$201K	0.14%	98

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

Kapstone Financial Advisors's JEPQ Position: Q2 2026 in Review

Kapstone Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 20% in Q2 2026, buying an estimated $110K and bringing the position to 10,895 shares worth $670K. The position accounts for 0.28% of the portfolio, ranked #63.

Kapstone Financial Advisors first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Kapstone Financial Advisors held 10,895 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $670K as of Q2 2026.
Kapstone Financial Advisors bought 1,853 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $110K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.28% of Kapstone Financial Advisors's portfolio in Q2 2026, its #63 holding.
Kapstone Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.