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Larson Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Larson Financial 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
Q1 		$8.46M Buy
152,395
+14,980
+11% +$866K 0.27% 75
2025
Q4 		$7.99M Buy
137,415
+6,839
+5% +$397K 0.27% 74
2025
Q3 		$7.51M Sell
130,576
-13,467
-9% -$748K 0.26% 79
2025
Q2 		$7.84M Buy
144,043
+64,615
+81% +$3.33M 0.31% 73
2025
Q1 		$4.11M Buy
79,428
+19,457
+32% +$1.08M 0.19% 97
2024
Q4 		$3.38M Buy
59,971
+19,679
+49% +$1.1M 0.17% 104
2024
Q3 		$2.21M Buy
40,292
+35,899
+817% +$1.93M 0.13% 149
2024
Q2 		$244K Buy
+4,393
New +$236K 0.02% 410
2024
Q1 		– Sell
-500
Closed -$25K – 1853
2023
Q4 		$25K Sell
500
-1,600
-76% -$77.2K ﹤0.01% 792
2023
Q3 		$98.6K Hold
2,100
– – 0.01% 456
2023
Q2 		$102K Buy
+2,100
New +$97.1K 0.01% 425

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's JEPQ Position: Q1 2026 in Review

Larson Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q1 2026, buying an estimated $866K and bringing the position to 152,395 shares worth $8.46M. The position accounts for 0.27% of the portfolio, ranked #75.

Larson Financial Group first reported a position in JEPQ in Q2 2023 and has held it in 11 quarters since. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Larson Financial Group held 152,395 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.46M as of Q1 2026.
  • Larson Financial Group bought 14,980 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $866K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.27% of Larson Financial Group's portfolio in Q1 2026, its #75 holding.
  • Larson Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 11 quarters since.
  • 962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.