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 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 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

Personal CFO Solutions's JEPQ Position: Q1 2026 in Review

Personal CFO Solutions increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.61% in Q1 2026, buying an estimated $2.2K and bringing the position to 6,276 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #331.

Personal CFO Solutions first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $365K in Q3 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Personal CFO Solutions held 6,276 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $348K as of Q1 2026.
Personal CFO Solutions bought 38 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $2.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #331 holding.
Personal CFO Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Personal CFO Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $365K in Q3 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.