Kennedy Investment Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Kennedy Investment Group’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	$9.61M	Buy	156,378 +5,720	+4%	+$339K	3.26%	7
2026 Q1	$8.36M	Buy	150,658 +11,424	+8%	+$661K	3.28%	7
2025 Q4	$8.09M	Buy	139,234 +12,207	+10%	+$709K	3.05%	7
2025 Q3	$7.31M	Buy	127,027 +17,255	+16%	+$958K	2.9%	7
2025 Q2	$5.97M	Buy	109,772 +12,631	+13%	+$651K	2.54%	9
2025 Q1	$5.03M	Buy	97,141 +6,786	+8%	+$378K	2.33%	10
2024 Q4	$5.09M	Buy	90,355 +7,210	+9%	+$405K	2.31%	10
2024 Q3	$4.57M	Buy	83,145 +10,000	+14%	+$536K	2.1%	12
2024 Q2	$4.06M	Buy	73,145 +31,372	+75%	+$1.69M	2.06%	12
2024 Q1	$2.27M	Buy	+41,773	New	+$2.18M	1.21%	24

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

Kennedy Investment Group's JEPQ Position: Q2 2026 in Review

Kennedy Investment Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.8% in Q2 2026, buying an estimated $339K and bringing the position to 156,378 shares worth $9.61M. The position accounts for 3.26% of the portfolio, ranked #7.

Kennedy Investment Group first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Kennedy Investment Group held 156,378 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.61M as of Q2 2026.
Kennedy Investment Group bought 5,720 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $339K.
JPMorgan Nasdaq Equity Premium Income ETF made up 3.26% of Kennedy Investment Group's portfolio in Q2 2026, its #7 holding.
Kennedy Investment Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.