Park Square Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Park Square Financial Group’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	$307	Sell	5 -13	-72%	-$771	﹤0.01%	208
2026 Q1	$1K	Buy	+18	New	+$1.04K	0.01%	217
2025 Q3	–	Sell	-4,700	Closed	-$256K	–	631
2025 Q2	$256K	Sell	4,700 -600	-11%	-$30.9K	0.19%	85
2025 Q1	$274K	Buy	5,300 +750	+16%	+$41.8K	0.22%	65
2024 Q4	$257K	Buy	+4,550	New	+$255K	0.18%	71

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

Park Square Financial Group's JEPQ Position: Q2 2026 in Review

Park Square Financial Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 72% in Q2 2026, selling an estimated $771 and leaving 5 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Park Square Financial Group first reported a position in JEPQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $274K in Q1 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Park Square Financial Group held 5 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $307 as of Q2 2026.
Park Square Financial Group sold 13 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $771.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Park Square Financial Group's portfolio in Q2 2026, its #208 holding.
Park Square Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
Park Square Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $274K in Q1 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.