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

Meridian Financial Partners’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 		$714K Sell
12,041
-14,110
-54% -$837K 0.24% 68
2026
Q1 		$1.46M Buy
26,151
+14,073
+117% +$814K 0.56% 40
2025
Q4 		$708K Buy
12,078
+476
+4% +$27.7K 0.28% 63
2025
Q3 		$669K Sell
11,602
-875
-7% -$48.6K 0.28% 61
2025
Q2 		$679K Buy
12,477
+2,312
+23% +$119K 0.32% 60
2025
Q1 		$526K Buy
10,165
+439
+5% +$24.5K 0.27% 64
2024
Q4 		$548K Sell
9,726
-15,846
-62% -$890K 0.29% 60
2024
Q3 		$1.41M Sell
25,572
-13,678
-35% -$734K 0.71% 33
2024
Q2 		$2.14M Sell
39,250
-4,491
-10% -$241K 1.27% 16
2024
Q1 		$2.31M Sell
43,741
-22,055
-34% -$1.15M 2.96% 7
2023
Q4 		$3.35M Sell
65,796
-12,501
-16% -$603K 3.43% 6
2023
Q3 		$3.67M Buy
78,297
+180
+0.2% +$8.67K 3.76% 6
2023
Q2 		$3.81M Sell
78,117
-207
-0.3% -$9.57K 2.29% 11
2023
Q1 		$3.53M Buy
78,324
+186
+0.2% +$7.97K 4% 6
2022
Q4 		$3.29M Buy
78,138
+1,727
+2% +$73.4K 3.7% 6
2022
Q3 		$3.11M Buy
76,411
+1,898
+3% +$88.9K 4.4% 5
2022
Q2 		$3.62M Buy
+74,513
New +$3.52M 2.45% 10

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

Meridian Financial Partners's JEPQ Position: Q2 2026 in Review

Meridian Financial Partners reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 54% in Q2 2026, selling an estimated $837K and leaving 12,041 shares worth $714K. The position accounts for 0.24% of the portfolio, ranked #68.

Meridian Financial Partners first reported a position in JEPQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.81M in Q2 2023. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Meridian Financial Partners held 12,041 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $714K as of Q2 2026.
  • Meridian Financial Partners sold 14,110 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $837K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.24% of Meridian Financial Partners's portfolio in Q2 2026, its #68 holding.
  • Meridian Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Meridian Financial Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.81M in Q2 2023.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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