Roble Belko & Company’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Roble Belko & Company’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	$54K	Hold	871	–	–	0.01%	206
2026 Q1	$48K	Hold	871	–	–	0.01%	208
2025 Q4	$51K	Hold	871	–	–	0.01%	205
2025 Q3	$50K	Sell	871 -64	-7%	-$3.55K	0.01%	172
2025 Q2	$51K	Buy	935 +2	+0.2%	+$103	0.01%	174
2025 Q1	$48K	Buy	933 +25	+3%	+$1.39K	0.01%	172
2024 Q4	$51K	Buy	908 +28	+3%	+$1.57K	0.01%	167
2024 Q3	$48K	Buy	880 +9	+1%	+$483	0.01%	168
2024 Q2	$48K	Hold	871	–	–	0.01%	171
2024 Q1	$47K	Hold	871	–	–	0.01%	173
2023 Q4	$43K	Buy	+871	New	+$42K	0.01%	168

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Roble Belko & Company's JEPQ Position: Q2 2026 in Review

Roble Belko & Company held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 871 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #206.

Roble Belko & Company 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.

Roble Belko & Company held 871 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $54K as of Q2 2026.
Roble Belko & Company left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #206 holding.
Roble Belko & Company 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 Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.