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

Prosperity Financial 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	$590K	Buy	9,603 +275	+3%	+$16.3K	0.18%	114
2026 Q1	$518K	Buy	9,328 +248	+3%	+$14.3K	0.19%	115
2025 Q4	$528K	Sell	9,080 -46,914	-84%	-$2.73M	0.19%	113
2025 Q3	$3.22M	Buy	55,994 +1,399	+3%	+$77.7K	1.18%	29
2025 Q2	$2.97M	Buy	54,595 +3,461	+7%	+$178K	1.26%	27
2025 Q1	$2.65M	Buy	51,134 +2,950	+6%	+$164K	1.32%	25
2024 Q4	$2.72M	Buy	48,184 +3,148	+7%	+$177K	1.35%	19
2024 Q3	$2.47M	Buy	45,036 +648	+1%	+$34.8K	1.39%	21
2024 Q2	$2.46M	Buy	44,388 +2,398	+6%	+$129K	1.55%	16
2024 Q1	$2.28M	Sell	41,990 -24,828	-37%	-$1.3M	1.41%	21
2023 Q4	$3.34M	Buy	66,818 +4,013	+6%	+$194K	2.32%	11
2023 Q3	$2.95M	Buy	62,805 +13,378	+27%	+$644K	2.43%	10
2023 Q2	$2.39M	Buy	49,427 +159	+0.3%	+$7.35K	2.1%	10
2023 Q1	$2.22M	Buy	+49,268	New	+$2.11M	2.25%	10

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

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

Prosperity Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.9% in Q2 2026, buying an estimated $16.3K and bringing the position to 9,603 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #114.

Prosperity Financial Group first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.34M in Q4 2023. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Prosperity Financial Group held 9,603 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $590K as of Q2 2026.
Prosperity Financial Group bought 275 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $16.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.18% of Prosperity Financial Group's portfolio in Q2 2026, its #114 holding.
Prosperity Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Prosperity Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.34M in Q4 2023.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.