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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
Q2 		– Sell
-4,290
Closed -$238K – 176
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 $1.89T 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

Novak & Powell Financial Services's JEPQ Position: Q2 2026 in Review

Novak & Powell Financial Services sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 4,290 shares — an estimated $238K sold.

Novak & Powell Financial Services first reported a position in JEPQ in Q4 2025 and held it in 2 quarters. The position peaked at $248K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Novak & Powell Financial Services reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Novak & Powell Financial Services sold 4,290 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $238K.
  • Novak & Powell Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and held it in 2 quarters.
  • Novak & Powell Financial Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $248K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.