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 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Park Square Financial Group's JEPQ Position: Q1 2026 in Review

Park Square Financial Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026: 18 shares worth $1K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in JEPQ as recently as Q2 2025.

Park Square Financial Group first reported a position in JEPQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $274K in Q1 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Park Square Financial Group held 18 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1K as of Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Park Square Financial Group position in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Park Square Financial Group's portfolio in Q1 2026, its #217 holding.
Park Square Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
Park Square Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $274K in Q1 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.