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

LifeSteps Financial’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	$1.84K	Buy	+30	New	+$1.78K	﹤0.01%	688

Other funds holding JEPQ

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LifeSteps Financial's JEPQ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 30 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings.

493 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

LifeSteps Financial held 30 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.84K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new LifeSteps Financial position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #688 holding.
493 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.