NFP Retirement Inc’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

NFP Retirement Inc’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	$546K	Buy	9,825 +367	+4%	+$21.2K	0.03%	186
2025 Q4	$550K	Buy	9,458 +273	+3%	+$15.9K	0.03%	185
2025 Q3	$528K	Sell	9,185 -2,185	-19%	-$121K	0.03%	192
2025 Q2	$619K	Buy	11,370 +2,328	+26%	+$120K	0.04%	174
2025 Q1	$468K	Buy	9,042 +743	+9%	+$41.4K	0.04%	187
2024 Q4	$468K	Buy	8,299 +1,135	+16%	+$63.7K	0.04%	195
2024 Q3	$394K	Buy	7,164 +479	+7%	+$25.7K	0.03%	211
2024 Q2	$371K	Buy	6,685 +2,660	+66%	+$143K	0.03%	209
2024 Q1	$218K	Buy	+4,025	New	+$210K	0.02%	260

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NFP Retirement Inc's JEPQ Position: Q1 2026 in Review

NFP Retirement Inc increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.9% in Q1 2026, buying an estimated $21.2K and bringing the position to 9,825 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #186.

NFP Retirement Inc first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $619K in Q2 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

NFP Retirement Inc held 9,825 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $546K as of Q1 2026.
NFP Retirement Inc bought 367 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $21.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #186 holding.
NFP Retirement Inc first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
NFP Retirement Inc's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $619K in Q2 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.