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S&A Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

S&A Financial Services’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 		$4.67M Buy
76,042
+11,401
+18% +$677K 2.85% 12
2026
Q1 		$3.59M Buy
+64,641
New +$3.74M 2.47% 12

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

S&A Financial Services's JEPQ Position: Q2 2026 in Review

S&A Financial Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 18% in Q2 2026, buying an estimated $677K and bringing the position to 76,042 shares worth $4.67M. The position accounts for 2.85% of the portfolio, ranked #12.

S&A Financial Services first reported a position in JEPQ in Q1 2026 and has held it in 2 quarters since. 1,023 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • S&A Financial Services held 76,042 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.67M as of Q2 2026.
  • S&A Financial Services bought 11,401 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $677K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 2.85% of S&A Financial Services's portfolio in Q2 2026, its #12 holding.
  • S&A Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,023 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.