Keating Financial Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Keating Financial Advisory Services’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	$274K	Buy	4,457 +2,410	+118%	+$143K	0.04%	306
2026 Q1	$114K	Buy	2,047 +25	+1%	+$1.45K	0.02%	437
2025 Q4	$118K	Buy	+2,022	New	+$117K	0.02%	468

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

Keating Financial Advisory Services's JEPQ Position: Q2 2026 in Review

Keating Financial Advisory Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 118% in Q2 2026, buying an estimated $143K and bringing the position to 4,457 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #306.

Keating Financial Advisory Services first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Keating Financial Advisory Services held 4,457 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $274K as of Q2 2026.
Keating Financial Advisory Services bought 2,410 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $143K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.04% of Keating Financial Advisory Services's portfolio in Q2 2026, its #306 holding.
Keating Financial Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.