NPFS
JEPQ icon

Novak & Powell Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Novak & Powell Financial Services’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 		$238K Buy
4,290
+16
+0.4% +$925 0.13% 143
2025
Q4 		$248K Buy
+4,274
New +$248K 0.13% 134

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Novak & Powell Financial Services's JEPQ Position: Q1 2026 in Review

Novak & Powell Financial Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.37% in Q1 2026, buying an estimated $925 and bringing the position to 4,290 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #143.

Novak & Powell Financial Services first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $248K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Novak & Powell Financial Services held 4,290 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $238K as of Q1 2026.
  • Novak & Powell Financial Services bought 16 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $925.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.13% of Novak & Powell Financial Services's portfolio in Q1 2026, its #143 holding.
  • Novak & Powell Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Novak & Powell Financial Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $248K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.