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 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kapstone Financial Advisors's JEPQ Position: Q1 2026 in Review

Kapstone Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 74% in Q1 2026, buying an estimated $222K and bringing the position to 9,042 shares worth $502K. The position accounts for 0.25% of the portfolio, ranked #69.

Kapstone Financial Advisors first reported a position in JEPQ in Q2 2024 and has held it in 7 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Kapstone Financial Advisors held 9,042 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $502K as of Q1 2026.
Kapstone Financial Advisors bought 3,845 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $222K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.25% of Kapstone Financial Advisors's portfolio in Q1 2026, its #69 holding.
Kapstone Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 7 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.