Keystone Financial Group (Kentucky)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Keystone Financial Group (Kentucky)’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	$534K	Buy	8,696 +1,074	+14%	+$63.7K	0.03%	317
2026 Q1	$423K	Buy	7,622 +2,801	+58%	+$162K	0.03%	325
2025 Q4	$280K	Buy	4,821 +414	+9%	+$24.1K	0.02%	363
2025 Q3	$253K	Buy	+4,407	New	+$245K	0.02%	359

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 22.9% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s JEPQ Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q2 2026, buying an estimated $63.7K and bringing the position to 8,696 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #317.

Keystone Financial Group (Kentucky) first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Keystone Financial Group (Kentucky) held 8,696 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $534K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,074 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $63.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #317 holding.
Keystone Financial Group (Kentucky) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.