KMG Fiduciary Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

KMG Fiduciary Partners’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	$2.02M	Sell	32,861 -6,879	-17%	-$408K	0.19%	92
2026 Q1	$2.21M	Buy	39,740 +863	+2%	+$49.9K	0.16%	128
2025 Q4	$2.26M	Buy	38,877 +10,048	+35%	+$584K	0.16%	123
2025 Q3	$1.66M	Buy	28,829 +443	+2%	+$24.6K	0.11%	158
2025 Q2	$1.54M	Buy	28,386 +4,909	+21%	+$253K	0.11%	159
2025 Q1	$1.22M	Buy	+23,477	New	+$1.31M	0.1%	170

Other funds holding JEPQ

AAA

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

MFG

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

SEIA

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

JRFS

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

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

IFG

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

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

HWAM

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

AWM

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

KMG Fiduciary Partners's JEPQ Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 17% in Q2 2026, selling an estimated $408K and leaving 32,861 shares worth $2.02M. The position accounts for 0.19% of the portfolio, ranked #92.

KMG Fiduciary Partners first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.26M in Q4 2025. 174 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

KMG Fiduciary Partners held 32,861 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.02M as of Q2 2026.
KMG Fiduciary Partners sold 6,879 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $408K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of KMG Fiduciary Partners's portfolio in Q2 2026, its #92 holding.
KMG Fiduciary Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
KMG Fiduciary Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.26M in Q4 2025.
174 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.