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Personal CFO Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Personal CFO Solutions’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 		$357K Sell
5,815
-461
-7% -$27.4K 0.05% 344
2026
Q1 		$348K Buy
6,276
+38
+0.6% +$2.2K 0.05% 331
2025
Q4 		$363K Sell
6,238
-102
-2% -$5.93K 0.06% 305
2025
Q3 		$365K Sell
6,340
-353
-5% -$19.6K 0.06% 287
2025
Q2 		$364K Buy
6,693
+238
+4% +$12.3K 0.07% 280
2025
Q1 		$334K Buy
6,455
+433
+7% +$24.1K 0.07% 285
2024
Q4 		$340K Buy
6,022
+1,090
+22% +$61.2K 0.07% 283
2024
Q3 		$271K Sell
4,932
-54
-1% -$2.9K 0.04% 454
2024
Q2 		$277K Buy
4,986
+523
+12% +$28.1K 0.04% 410
2024
Q1 		$242K Buy
+4,463
New +$233K 0.04% 459

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

Personal CFO Solutions's JEPQ Position: Q2 2026 in Review

Personal CFO Solutions reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.3% in Q2 2026, selling an estimated $27.4K and leaving 5,815 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #344.

Personal CFO Solutions first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $365K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Personal CFO Solutions held 5,815 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $357K as of Q2 2026.
  • Personal CFO Solutions sold 461 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $27.4K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #344 holding.
  • Personal CFO Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Personal CFO Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $365K in Q3 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.