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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Resurgent Financial Advisors's JEPQ Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.91% in Q1 2026, selling an estimated $18.2K and leaving 34,320 shares worth $1.91M. The position accounts for 0.69% of the portfolio, ranked #32.

Resurgent Financial Advisors first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q3 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Resurgent Financial Advisors held 34,320 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.91M as of Q1 2026.
Resurgent Financial Advisors sold 315 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $18.2K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.69% of Resurgent Financial Advisors's portfolio in Q1 2026, its #32 holding.
Resurgent Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Resurgent Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.04M in Q3 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.