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 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 $1.66T 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

Root Financial Partners's JEPQ Position: Q1 2026 in Review

Root Financial Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 295% in Q1 2026, buying an estimated $13.8K and bringing the position to 320 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Root Financial Partners first reported a position in JEPQ in Q2 2024 and has held it in 4 quarters since. The position peaked at $437K in Q2 2024. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Root Financial Partners held 320 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $17.8K as of Q1 2026.
Root Financial Partners bought 239 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $13.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1387 holding.
Root Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 4 quarters since.
Root Financial Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $437K in Q2 2024.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.