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Prospera Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Prospera Financial Services’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 		$13.8M Buy
224,862
+10,598
+5% +$629K 0.2% 112
2026
Q1 		$11.9M Buy
214,264
+19,714
+10% +$1.14M 0.19% 120
2025
Q4 		$11.3M Sell
194,550
-10,150
-5% -$590K 0.19% 117
2025
Q3 		$11.8M Buy
204,700
+1,770
+0.9% +$98.2K 0.2% 104
2025
Q2 		$11M Buy
202,930
+14,069
+7% +$725K 0.21% 106
2025
Q1 		$9.78M Buy
188,861
+16,724
+10% +$932K 0.22% 104
2024
Q4 		$9.71M Buy
172,137
+31,659
+23% +$1.78M 0.23% 97
2024
Q3 		$7.72M Buy
140,478
+35,143
+33% +$1.88M 0.2% 114
2024
Q2 		$5.85M Sell
105,335
-63,920
-38% -$3.44M 0.16% 135
2024
Q1 		$9.18M Buy
169,255
+24,504
+17% +$1.28M 0.27% 77
2023
Q4 		$7.23M Buy
144,751
+45,730
+46% +$2.21M 0.24% 94
2023
Q3 		$4.65M Buy
99,021
+4,518
+5% +$218K 0.18% 129
2023
Q2 		$4.57M Sell
94,503
-80,186
-46% -$3.71M 0.18% 132
2023
Q1 		$7.88M Buy
174,689
+20,804
+14% +$891K 0.32% 64
2022
Q4 		$6.28M Buy
+153,885
New +$6.54M 0.31% 76

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

Prospera Financial Services's JEPQ Position: Q2 2026 in Review

Prospera Financial Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.9% in Q2 2026, buying an estimated $629K and bringing the position to 224,862 shares worth $13.8M. The position accounts for 0.2% of the portfolio, ranked #112.

Prospera Financial Services first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Prospera Financial Services held 224,862 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $13.8M as of Q2 2026.
  • Prospera Financial Services bought 10,598 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $629K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Prospera Financial Services's portfolio in Q2 2026, its #112 holding.
  • Prospera Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.