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

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return