PFA
JEPQ icon

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

Pure Financial Advisors’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 		$1.29M Sell
21,031
-519
-2% -$30.8K 0.02% 221
2026
Q1 		$1.2M Buy
21,550
+141
+0.7% +$8.15K 0.02% 205
2025
Q4 		$1.24M Sell
21,409
-127
-0.6% -$7.38K 0.02% 198
2025
Q3 		$1.24M Sell
21,536
-3,774
-15% -$209K 0.02% 190
2025
Q2 		$1.38M Buy
25,310
+14,485
+134% +$747K 0.02% 176
2025
Q1 		$561K Buy
10,825
+2,430
+29% +$135K 0.01% 224
2024
Q4 		$473K Buy
+8,395
New +$471K 0.01% 222

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

Pure Financial Advisors's JEPQ Position: Q2 2026 in Review

Pure Financial Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.4% in Q2 2026, selling an estimated $30.8K and leaving 21,031 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #221.

Pure Financial Advisors first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Pure Financial Advisors held 21,031 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.29M as of Q2 2026.
  • Pure Financial Advisors sold 519 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $30.8K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #221 holding.
  • Pure Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Pure Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.38M in Q2 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.