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 Q3	$673K	Sell	10,990 -416	-4%	-$24.8K	0.15%	128
2026 Q2	$701K	Buy	11,406 +165	+1%	+$9.8K	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

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

RDA Financial Network's JEPQ Position: Q3 2026 in Review

RDA Financial Network reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.6% in Q3 2026, selling an estimated $24.8K and leaving 10,990 shares worth $673K. The position accounts for 0.15% of the portfolio, ranked #128.

RDA Financial Network first reported a position in JEPQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $701K in Q2 2026. 362 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

RDA Financial Network held 10,990 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $673K as of Q3 2026.
RDA Financial Network sold 416 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $24.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.15% of RDA Financial Network's portfolio in Q3 2026, its #128 holding.
RDA Financial Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 7 quarters since.
RDA Financial Network's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $701K in Q2 2026.
362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.