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Prosperity Consulting Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Prosperity Consulting Group’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 		$1.85M Buy
30,156
+13,445
+80% +$798K 0.07% 182
2026
Q1 		$928K Hold
16,711
– – 0.04% 258
2025
Q4 		$971K Buy
16,711
+5,361
+47% +$311K 0.04% 252
2025
Q3 		$653K Buy
+11,350
New +$630K 0.03% 306

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

Prosperity Consulting Group's JEPQ Position: Q2 2026 in Review

Prosperity Consulting Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 80% in Q2 2026, buying an estimated $798K and bringing the position to 30,156 shares worth $1.85M. The position accounts for 0.07% of the portfolio, ranked #182.

Prosperity Consulting Group first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Prosperity Consulting Group held 30,156 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.85M as of Q2 2026.
  • Prosperity Consulting Group bought 13,445 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $798K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Prosperity Consulting Group's portfolio in Q2 2026, its #182 holding.
  • Prosperity Consulting Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.