Root Financial Partners
JEPQ icon

Root Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Root Financial Partners’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 		$227K Buy
+3,706
New +$221K 0.01% 397
2026
Q2 		– Sell
-320
Closed -$17.8K – 1839
2026
Q1 		$17.8K Buy
320
+239
+295% +$13.8K ﹤0.01% 1387
2025
Q4 		$4.71K Sell
81
-503
-86% -$29.2K ﹤0.01% 1781
2025
Q3 		$33.6K Buy
+584
New +$32.4K ﹤0.01% 830
2024
Q3 		– Sell
-7,880
Closed -$437K – 155
2024
Q2 		$437K Buy
+7,880
New +$424K 0.1% 75

Other funds holding JEPQ

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Root Financial Partners's JEPQ Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2026: 3,706 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JEPQ as recently as Q1 2026.

Root Financial Partners first reported a position in JEPQ in Q2 2024 and has held it in 5 quarters since. The position peaked at $437K in Q2 2024. 484 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Root Financial Partners held 3,706 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $227K as of Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF was a new Root Financial Partners position in Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #397 holding.
  • Root Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 5 quarters since.
  • Root Financial Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $437K in Q2 2024.
  • 484 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.