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

Nations 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	$3.29M	Buy	53,484 +3,898	+8%	+$231K	0.16%	147
2026 Q1	$2.75M	Sell	49,586 -684	-1%	-$39.6K	0.14%	169
2025 Q4	$2.92M	Buy	50,270 +7,247	+17%	+$421K	0.15%	156
2025 Q3	$2.47M	Buy	43,023 +440	+1%	+$24.4K	0.15%	164
2025 Q2	$2.32M	Sell	42,583 -73	-0.2%	-$3.76K	0.16%	159
2025 Q1	$2.21M	Sell	42,656 -3,780	-8%	-$211K	0.17%	153
2024 Q4	$2.62M	Buy	46,436 +3,973	+9%	+$223K	0.19%	135
2024 Q3	$2.33M	Buy	42,463 +2,707	+7%	+$145K	0.17%	145
2024 Q2	$2.21M	Buy	39,756 +2,703	+7%	+$145K	0.18%	134
2024 Q1	$2.01M	Buy	37,053 +2,813	+8%	+$147K	0.17%	146
2023 Q4	$1.71M	Buy	34,240 +4,268	+14%	+$206K	0.16%	149
2023 Q3	$1.41M	Buy	+29,972	New	+$1.44M	0.14%	169

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Nations Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.9% in Q2 2026, buying an estimated $231K and bringing the position to 53,484 shares worth $3.29M. The position accounts for 0.16% of the portfolio, ranked #147.

Nations Financial Group first reported a position in JEPQ in Q3 2023 and has held it in 12 quarters since. 318 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Nations Financial Group held 53,484 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.29M as of Q2 2026.
Nations Financial Group bought 3,898 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $231K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.16% of Nations Financial Group's portfolio in Q2 2026, its #147 holding.
Nations Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
318 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.