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

Lighthouse 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 Q1	$3.77M	Sell	67,953 -88,558	-57%	-$5.12M	2.27%	14
2025 Q4	$9.1M	Sell	156,511 -8,424	-5%	-$489K	5.94%	6
2025 Q3	$9.49M	Sell	164,935 -3,719	-2%	-$206K	6.26%	5
2025 Q2	$9.17M	Sell	168,654 -3,122	-2%	-$161K	7.02%	6
2025 Q1	$8.89M	Buy	171,776 +7,421	+5%	+$413K	7.68%	4
2024 Q4	$9.27M	Buy	+164,355	New	+$9.23M	7.53%	4

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lighthouse Financial's JEPQ Position: Q1 2026 in Review

Lighthouse Financial reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 57% in Q1 2026, selling an estimated $5.12M and leaving 67,953 shares worth $3.77M. The position accounts for 2.27% of the portfolio, ranked #14.

Lighthouse Financial first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.49M in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Lighthouse Financial held 67,953 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.77M as of Q1 2026.
Lighthouse Financial sold 88,558 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $5.12M.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.27% of Lighthouse Financial's portfolio in Q1 2026, its #14 holding.
Lighthouse Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Lighthouse Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $9.49M in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.