Retirement Planning Group (New York)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Retirement Planning Group (New York)’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	$4.81M	Buy	86,607 +19,204	+28%	+$1.11M	3.1%	11
2025 Q4	$3.96M	Buy	67,403 +33,827	+101%	+$1.97M	2.7%	15
2025 Q3	$1.93M	Buy	33,576 +22,893	+214%	+$1.27M	1.44%	22
2025 Q2	$581K	Buy	10,683 +5,506	+106%	+$284K	0.51%	37
2025 Q1	$268K	Buy	5,177 +67	+1%	+$3.73K	0.27%	60
2024 Q4	$288K	Buy	+5,110	New	+$287K	0.32%	50

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

Retirement Planning Group (New York)'s JEPQ Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 28% in Q1 2026, buying an estimated $1.11M and bringing the position to 86,607 shares worth $4.81M. The position accounts for 3.1% of the portfolio, ranked #11.

Retirement Planning Group (New York) first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Retirement Planning Group (New York) held 86,607 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.81M as of Q1 2026.
Retirement Planning Group (New York) bought 19,204 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.11M.
JPMorgan Nasdaq Equity Premium Income ETF made up 3.1% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #11 holding.
Retirement Planning Group (New York) first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.