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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
Q2 		$610K Buy
9,930
+105
+1% +$6.23K 0.03% 186
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
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

NFP Retirement Inc's JEPQ Position: Q2 2026 in Review

NFP Retirement Inc increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.1% in Q2 2026, buying an estimated $6.23K and bringing the position to 9,930 shares worth $610K. 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 10 quarters since. The position peaked at $619K in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • NFP Retirement Inc held 9,930 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $610K as of Q2 2026.
  • NFP Retirement Inc bought 105 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $6.23K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of NFP Retirement Inc's portfolio in Q2 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 10 quarters since.
  • NFP Retirement Inc's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $619K in Q2 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.