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

Plan Group Financial’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 Q3	$2.05M	Buy	34,409 +16,044	+87%	+$957K	0.4%	70
2026 Q2	$1.13M	Buy	18,365 +5,333	+41%	+$316K	0.23%	83
2026 Q1	$724K	Buy	13,032 +4,254	+48%	+$246K	0.17%	111
2025 Q4	$510K	Buy	8,778 +3,463	+65%	+$201K	0.13%	116
2025 Q3	$306K	Sell	5,315 -9	-0.2%	-$500	0.08%	142
2025 Q2	$290K	Buy	+5,324	New	+$274K	0.1%	129

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Plan Group Financial's JEPQ Position: Q3 2026 in Review

Plan Group Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 87% in Q3 2026, buying an estimated $957K and bringing the position to 34,409 shares worth $2.05M. The position accounts for 0.4% of the portfolio, ranked #70.

Plan Group Financial first reported a position in JEPQ in Q2 2025 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Plan Group Financial held 34,409 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.05M as of Q3 2026.
Plan Group Financial bought 16,044 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $957K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.4% of Plan Group Financial's portfolio in Q3 2026, its #70 holding.
Plan Group Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
374 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.