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

Resurgent 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 		$2.17M Buy
35,269
+949
+3% +$56.3K 0.6% 34
2026
Q1 		$1.91M Sell
34,320
-315
-0.9% -$18.2K 0.69% 32
2025
Q4 		$2.01M Sell
34,635
-840
-2% -$48.8K 1.01% 18
2025
Q3 		$2.04M Sell
35,475
-38
-0.1% -$2.11K 1% 21
2025
Q2 		$1.93M Buy
35,513
+7,426
+26% +$383K 1.06% 20
2025
Q1 		$1.45M Sell
28,087
-248
-0.9% -$13.8K 0.87% 28
2024
Q4 		$1.6M Buy
28,335
+4,987
+21% +$280K 0.94% 24
2024
Q3 		$1.28M Sell
23,348
-1,698
-7% -$91.1K 0.75% 33
2024
Q2 		$1.39M Buy
25,046
+3,570
+17% +$192K 0.86% 29
2024
Q1 		$1.16M Buy
21,476
+13,039
+155% +$681K 0.62% 40
2023
Q4 		$421K Buy
+8,437
New +$407K 0.26% 101

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

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

Resurgent Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.8% in Q2 2026, buying an estimated $56.3K and bringing the position to 35,269 shares worth $2.17M. The position accounts for 0.6% of the portfolio, ranked #34.

Resurgent Financial Advisors first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Resurgent Financial Advisors held 35,269 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.17M as of Q2 2026.
  • Resurgent Financial Advisors bought 949 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $56.3K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.6% of Resurgent Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Resurgent Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.