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

Merit Financial Group’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	$1.02M	Sell	16,625 -1,683	-9%	-$99.9K	0.01%	1069
2026 Q1	$1.02M	Sell	18,308 -1,450	-7%	-$83.9K	0.01%	976
2025 Q4	$1.15M	Sell	19,758 -1,610	-8%	-$93.5K	0.01%	881
2025 Q3	$1.23M	Sell	21,368 -842	-4%	-$46.7K	0.01%	756
2025 Q2	$1.21M	Sell	22,210 -7,760	-26%	-$400K	0.01%	704
2025 Q1	$1.55M	Sell	29,970 -480	-2%	-$26.7K	0.02%	502
2024 Q4	$1.72M	Buy	+30,450	New	+$1.71M	0.03%	386
2024 Q3	–	Sell	-6,623	Closed	-$368K	–	901
2024 Q2	$368K	Buy	6,623 +1,351	+26%	+$72.6K	0.01%	658
2024 Q1	$278K	Buy	+5,272	New	+$275K	0.01%	738

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merit Financial Group's JEPQ Position: Q2 2026 in Review

Merit Financial Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.2% in Q2 2026, selling an estimated $99.9K and leaving 16,625 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1069.

Merit Financial Group first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Merit Financial Group held 16,625 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.02M as of Q2 2026.
Merit Financial Group sold 1,683 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $99.9K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1069 holding.
Merit Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Merit Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.72M in Q4 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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