Key Client Fiduciary Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Key Client Fiduciary 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	$954K	Buy	15,528 +207	+1%	+$12.3K	0.28%	76
2026 Q1	$851K	Buy	15,321 +6,684	+77%	+$387K	0.29%	75
2025 Q4	$502K	Sell	8,637 -136	-2%	-$7.9K	0.17%	116
2025 Q3	$505K	Buy	8,773 +523	+6%	+$29K	0.17%	116
2025 Q2	$449K	Buy	8,250 +18	+0.2%	+$928	0.18%	119
2025 Q1	$426K	Buy	8,232 +2,843	+53%	+$158K	0.19%	115
2024 Q4	$304K	Buy	+5,389	New	+$303K	0.13%	149

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

Key Client Fiduciary Advisors's JEPQ Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 15,528 shares worth $954K. The position accounts for 0.28% of the portfolio, ranked #76.

Key Client Fiduciary Advisors first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Key Client Fiduciary Advisors held 15,528 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $954K as of Q2 2026.
Key Client Fiduciary Advisors bought 207 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $12.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.28% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #76 holding.
Key Client Fiduciary Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.