Main Street Financial Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Main Street Financial Solutions’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	–	Sell	-3,607	Closed	-$210K	–	608
2025 Q4	$210K	Sell	3,607 -1,291	-26%	-$75K	0.02%	512
2025 Q3	$282K	Buy	4,898 +290	+6%	+$16.1K	0.02%	507
2025 Q2	$251K	Buy	4,608 +39	+0.9%	+$2.01K	0.02%	488
2025 Q1	$237K	Sell	4,569 -5,187	-53%	-$289K	0.02%	452
2024 Q4	$550K	Buy	9,756 +848	+10%	+$47.6K	0.05%	272
2024 Q3	$489K	Buy	8,908 +761	+9%	+$40.8K	0.04%	315
2024 Q2	$452K	Buy	8,147 +224	+3%	+$12K	0.04%	336
2024 Q1	$430K	Sell	7,923 -1,136	-13%	-$59.3K	0.05%	339
2023 Q4	$452K	Buy	9,059 +780	+9%	+$37.6K	0.06%	277
2023 Q3	$389K	Buy	+8,279	New	+$399K	0.06%	295

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Main Street Financial Solutions's JEPQ Position: Q1 2026 in Review

Main Street Financial Solutions sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 3,607 shares — an estimated $210K sold.

Main Street Financial Solutions first reported a position in JEPQ in Q3 2023 and held it in 10 quarters. The position peaked at $550K in Q4 2024. 969 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Main Street Financial Solutions reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Main Street Financial Solutions sold 3,607 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $210K.
Main Street Financial Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and held it in 10 quarters.
Main Street Financial Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $550K in Q4 2024.
969 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Main Street Financial Solutions's 13F filing for Q1 2026, filed 29 Jul 2026.