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Kerr Financial Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Kerr Financial Planning’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 		$368K Sell
5,982
-88
-1% -$5.22K 0.41% 57
2026
Q1 		$357K Buy
6,070
+385
+7% +$22.3K 0.25% 53
2025
Q4 		$324K Buy
5,685
+2,076
+58% +$121K 0.44% 54
2025
Q3 		$209K Buy
+3,609
New +$200K 0.3% 72

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

Kerr Financial Planning's JEPQ Position: Q2 2026 in Review

Kerr Financial Planning reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.4% in Q2 2026, selling an estimated $5.22K and leaving 5,982 shares worth $368K. The position accounts for 0.41% of the portfolio, ranked #57.

Kerr Financial Planning first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Kerr Financial Planning held 5,982 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $368K as of Q2 2026.
  • Kerr Financial Planning sold 88 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $5.22K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.41% of Kerr Financial Planning's portfolio in Q2 2026, its #57 holding.
  • Kerr Financial Planning first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.