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

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

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

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

Wealth Enhancement Advisory Services

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

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

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return