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

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

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. 1,029 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.
1,029 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.