Safeguard Investment Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Safeguard Investment Advisory Group’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	–	Sell	-3,600	Closed	-$209K	–	153
2025 Q4	$209K	Sell	3,600 -22,575	-86%	-$1.31M	0.05%	130
2025 Q3	$1.51M	Sell	26,175 -1,334	-5%	-$74K	0.37%	29
2025 Q2	$1.5M	Buy	27,509 +20,145	+274%	+$1.04M	0.37%	32
2025 Q1	$381K	Buy	+7,364	New	+$410K	0.1%	82

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

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

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

Safeguard Investment Advisory Group's JEPQ Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 3,600 shares — an estimated $209K sold.

Safeguard Investment Advisory Group first reported a position in JEPQ in Q1 2025 and held it in 4 quarters. The position peaked at $1.51M in Q3 2025. 965 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Safeguard Investment Advisory Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Safeguard Investment Advisory Group sold 3,600 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $209K.
Safeguard Investment Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and held it in 4 quarters.
Safeguard Investment Advisory Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.51M in Q3 2025.
965 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.