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

Prota 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 Q3	$12.4M	Buy	204,358 +4,061	+2%	+$242K	7.94%	1
2026 Q2	$12.1M	Sell	200,297 -627	-0.3%	-$37.2K	7.94%	1
2026 Q1	$11.2M	Sell	200,924 -1,629	-0.8%	-$94.2K	8.08%	1
2025 Q4	$11.8M	Buy	+202,553	New	+$11.8M	8.48%	2

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Prota Financial's JEPQ Position: Q3 2026 in Review

Prota Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2% in Q3 2026, buying an estimated $242K and bringing the position to 204,358 shares worth $12.4M. The position accounts for 7.94% of the portfolio, ranked #1.

Prota Financial first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Prota Financial held 204,358 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $12.4M as of Q3 2026.
Prota Financial bought 4,061 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $242K.
JPMorgan Nasdaq Equity Premium Income ETF made up 7.94% of Prota Financial's portfolio in Q3 2026, its #1 holding.
Prota Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
360 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.