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

Putney 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	$2.27M	Buy	37,000 +7,674	+26%	+$455K	2.05%	12
2026 Q1	$1.63M	Buy	29,326 +12,846	+78%	+$743K	1.64%	11
2025 Q4	$958K	Buy	16,480 +7,615	+86%	+$442K	0.9%	20
2025 Q3	$510K	Buy	8,865 +7,140	+414%	+$396K	0.51%	33
2025 Q2	$93.8K	Sell	1,725 -200	-10%	-$10.3K	0.09%	98
2025 Q1	$99.7K	Sell	1,925 -100	-5%	-$5.57K	0.1%	86
2024 Q4	$114K	Buy	+2,025	New	+$114K	0.1%	89

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Putney Financial Group increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 26% in Q2 2026, buying an estimated $455K and bringing the position to 37,000 shares worth $2.27M. The position accounts for 2.05% of the portfolio, ranked #12.

Putney Financial Group first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 312 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Putney Financial Group held 37,000 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.27M as of Q2 2026.
Putney Financial Group bought 7,674 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $455K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.05% of Putney Financial Group's portfolio in Q2 2026, its #12 holding.
Putney Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
312 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.