Pacific Center for Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Pacific Center for 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	$668K	Buy	10,866 +148	+1%	+$8.78K	0.15%	53
2026 Q1	$595K	Buy	10,718 +252	+2%	+$14.6K	0.15%	53
2025 Q4	$602K	Hold	10,466	–	–	0.15%	49
2025 Q3	$602K	Buy	10,466 +118	+1%	+$6.55K	0.15%	49
2025 Q2	$563K	Buy	10,348 +155	+2%	+$7.99K	0.15%	50
2025 Q1	$528K	Buy	10,193 +4,468	+78%	+$249K	0.14%	47
2024 Q4	$323K	Hold	5,725	–	–	0.08%	63
2024 Q3	$314K	Buy	+5,725	New	+$307K	0.08%	66

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Center for Financial Services's JEPQ Position: Q2 2026 in Review

Pacific Center for Financial Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.4% in Q2 2026, buying an estimated $8.78K and bringing the position to 10,866 shares worth $668K. The position accounts for 0.15% of the portfolio, ranked #53.

Pacific Center for Financial Services first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Pacific Center for Financial Services held 10,866 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $668K as of Q2 2026.
Pacific Center for Financial Services bought 148 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $8.78K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of Pacific Center for Financial Services's portfolio in Q2 2026, its #53 holding.
Pacific Center for Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.