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

RDA Financial Network’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 		$701K Buy
11,406
+165
+1% +$9.79K 0.15% 134
2026
Q1 		$624K Sell
11,241
-184
-2% -$10.6K 0.16% 141
2025
Q4 		$664K Sell
11,425
-692
-6% -$40.2K 0.16% 128
2025
Q3 		$697K Buy
12,117
+3,172
+35% +$176K 0.17% 123
2025
Q2 		$487K Buy
+8,945
New +$461K 0.13% 145
2024
Q3 		– Sell
-3,763
Closed -$209K – 236
2024
Q2 		$209K Buy
+3,763
New +$202K 0.07% 216

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

RDA Financial Network's JEPQ Position: Q2 2026 in Review

RDA Financial Network increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 1.5% in Q2 2026, buying an estimated $9.79K and bringing the position to 11,406 shares worth $701K. The position accounts for 0.15% of the portfolio, ranked #134.

RDA Financial Network first reported a position in JEPQ in Q2 2024 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • RDA Financial Network held 11,406 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $701K as of Q2 2026.
  • RDA Financial Network bought 165 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $9.79K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of RDA Financial Network's portfolio in Q2 2026, its #134 holding.
  • RDA Financial Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.