KFA Private Wealth Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

KFA Private Wealth 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	–	Sell	-6,906	Closed	-$383K	–	166
2026 Q1	$383K	Buy	6,906 +1,431	+26%	+$82.8K	0.09%	104
2025 Q4	$318K	Buy	5,475 +200	+4%	+$11.6K	0.08%	114
2025 Q3	$303K	Sell	5,275 -700	-12%	-$38.9K	0.09%	108
2025 Q2	$325K	Buy	5,975 +1,741	+41%	+$89.7K	0.1%	98
2025 Q1	$219K	Buy	+4,234	New	+$236K	0.08%	109

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

KFA Private Wealth Group's JEPQ Position: Q2 2026 in Review

KFA Private Wealth Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 6,906 shares — an estimated $383K sold.

KFA Private Wealth Group first reported a position in JEPQ in Q1 2025 and held it in 5 quarters. The position peaked at $383K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

KFA Private Wealth Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
KFA Private Wealth Group sold 6,906 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $383K.
KFA Private Wealth Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 5 quarters.
KFA Private Wealth Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $383K in Q1 2026.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.