PGF
JEPQ icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Plan Group Financial's JEPQ Position: Q1 2026 in Review

Plan Group Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 48% in Q1 2026, buying an estimated $246K and bringing the position to 13,032 shares worth $724K. The position accounts for 0.17% of the portfolio, ranked #111.

Plan Group Financial first reported a position in JEPQ in Q2 2025 and has held it in 4 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Plan Group Financial held 13,032 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $724K as of Q1 2026.
  • Plan Group Financial bought 4,254 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $246K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.17% of Plan Group Financial's portfolio in Q1 2026, its #111 holding.
  • Plan Group Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.