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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plan Group Financial's JEPQ Position: Q2 2026 in Review

Plan Group Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 41% in Q2 2026, buying an estimated $316K and bringing the position to 18,365 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #83.

Plan Group Financial first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Plan Group Financial held 18,365 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.13M as of Q2 2026.
Plan Group Financial bought 5,333 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $316K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.23% of Plan Group Financial's portfolio in Q2 2026, its #83 holding.
Plan Group Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.