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Mark Sheptoff Financial Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Mark Sheptoff Financial Planning’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
-106
Closed -$6.25K – 526
2026
Q1 		$6.25K Buy
106
+5
+5% +$289 ﹤0.01% 413
2025
Q4 		$5.87K Buy
101
+1
+1% +$58 ﹤0.01% 407
2025
Q3 		$5.75K Buy
+100
New +$5.55K ﹤0.01% 400

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mark Sheptoff Financial Planning's JEPQ Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 106 shares — an estimated $6.25K sold.

Mark Sheptoff Financial Planning first reported a position in JEPQ in Q3 2025 and held it in 3 quarters. The position peaked at $6.25K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 106 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $6.25K.
  • Mark Sheptoff Financial Planning first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.25K in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.