Legacy Financial Strategies’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Legacy Financial Strategies’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	-5,918	Closed	-$329K	–	155
2026 Q1	$329K	Buy	5,918 +198	+3%	+$11.5K	0.06%	105
2025 Q4	$332K	Sell	5,720 -785	-12%	-$45.6K	0.06%	99
2025 Q3	$374K	Buy	6,505 +1,310	+25%	+$72.7K	0.07%	92
2025 Q2	$283K	Sell	5,195 -270	-5%	-$13.9K	0.06%	102
2025 Q1	$283K	Buy	5,465 +1,665	+44%	+$92.7K	0.06%	95
2024 Q4	$214K	Buy	+3,800	New	+$213K	0.05%	111

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

Legacy Financial Strategies's JEPQ Position: Q2 2026 in Review

Legacy Financial Strategies sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 5,918 shares — an estimated $329K sold.

Legacy Financial Strategies first reported a position in JEPQ in Q4 2024 and held it in 6 quarters. The position peaked at $374K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Legacy Financial Strategies reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Legacy Financial Strategies sold 5,918 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $329K.
Legacy Financial Strategies first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 6 quarters.
Legacy Financial Strategies's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $374K in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.