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LGT Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

LGT Financial Advisors’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 		$3.81K Hold
62
– – 0.02% 195
2026
Q1 		$3.44K Hold
62
– – 0.02% 217
2025
Q4 		$3.6K Sell
62
-36
-37% -$2.09K 0.02% 218
2025
Q3 		$5.64K Sell
98
-59
-38% -$3.27K 0.01% 299
2025
Q2 		$8.53K Buy
157
+12
+8% +$619 0.02% 223
2025
Q1 		$7.49K Sell
145
-85
-37% -$4.74K 0.02% 190
2024
Q4 		$12.9K Sell
230
-15
-6% -$842 0.03% 394
2024
Q3 		$13.4K Buy
245
+12
+5% +$644 0.03% 363
2024
Q2 		$12.9K Buy
233
+2
+0.9% +$107 0.03% 410
2024
Q1 		$12.5K Buy
231
+1
+0.4% +$52 0.01% 456
2023
Q4 		$11.5K Sell
230
-484
-68% -$23.4K 0.01% 458
2023
Q3 		$33.5K Buy
+714
New +$34.4K 0.04% 260

Other funds holding JEPQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LGT Financial Advisors's JEPQ Position: Q2 2026 in Review

LGT Financial Advisors held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 62 shares worth $3.81K. The position accounts for 0.02% of the portfolio, ranked #195.

LGT Financial Advisors first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.5K in Q3 2023. 555 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • LGT Financial Advisors held 62 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.81K as of Q2 2026.
  • LGT Financial Advisors left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of LGT Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • LGT Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • LGT Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $33.5K in Q3 2023.
  • 555 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.