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 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

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

Root Financial Partners's JEPQ Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 320 shares — an estimated $17.8K sold.

Root Financial Partners first reported a position in JEPQ in Q2 2024 and held it in 4 quarters. The position peaked at $437K in Q2 2024. 1,025 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Root Financial Partners reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 320 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $17.8K.
Root Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 4 quarters.
Root Financial Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $437K in Q2 2024.
1,025 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.