KFG Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

KFG Wealth Management’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	$5.8M	Buy	94,423 +11,458	+14%	+$680K	0.66%	25
2026 Q1	$4.61M	Buy	82,965 +14,020	+20%	+$811K	0.6%	27
2025 Q4	$4.01M	Buy	68,945 +12,876	+23%	+$748K	0.54%	31
2025 Q3	$3.23M	Buy	56,069 +15,886	+40%	+$882K	0.47%	39
2025 Q2	$2.19M	Buy	40,183 +8,738	+28%	+$450K	0.35%	47
2025 Q1	$1.63M	Buy	31,445 +9,617	+44%	+$536K	0.3%	55
2024 Q4	$1.23M	Buy	21,828 +4,460	+26%	+$250K	0.23%	56
2024 Q3	$954K	Buy	17,368 +1,652	+11%	+$88.6K	0.21%	67
2024 Q2	$872K	Buy	15,716 +5,621	+56%	+$302K	0.35%	56
2024 Q1	$548K	Buy	+10,095	New	+$527K	0.23%	79

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

KFG Wealth Management's JEPQ Position: Q2 2026 in Review

KFG Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q2 2026, buying an estimated $680K and bringing the position to 94,423 shares worth $5.8M. The position accounts for 0.66% of the portfolio, ranked #25.

KFG Wealth Management first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

KFG Wealth Management held 94,423 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.8M as of Q2 2026.
KFG Wealth Management bought 11,458 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $680K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.66% of KFG Wealth Management's portfolio in Q2 2026, its #25 holding.
KFG Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.