Secured Retirement Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Secured Retirement Advisors’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	$1.2M	Sell	19,546 -3,635	-16%	-$216K	0.62%	68
2026 Q1	$1.29M	Sell	23,181 -994	-4%	-$57.5K	0.73%	43
2025 Q4	$1.41M	Sell	24,175 -1,963	-8%	-$114K	0.78%	43
2025 Q3	$1.5M	Sell	26,138 -6,812	-21%	-$378K	0.84%	38
2025 Q2	$1.79M	Sell	32,950 -730	-2%	-$37.6K	1.07%	28
2025 Q1	$1.74M	Sell	33,680 -6,726	-17%	-$375K	1.12%	20
2024 Q4	$2.28M	Buy	40,406 +985	+2%	+$55.3K	1.3%	17
2024 Q3	$2.17M	Sell	39,421 -819	-2%	-$43.9K	1.56%	19
2024 Q2	$2.23M	Sell	40,240 -402	-1%	-$21.6K	1.74%	17
2024 Q1	$2.2M	Buy	40,642 +272	+0.7%	+$14.2K	1.87%	10
2023 Q4	$2.02M	Buy	+40,370	New	+$1.95M	1.94%	11

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Secured Retirement Advisors's JEPQ Position: Q2 2026 in Review

Secured Retirement Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 16% in Q2 2026, selling an estimated $216K and leaving 19,546 shares worth $1.2M. The position accounts for 0.62% of the portfolio, ranked #68.

Secured Retirement Advisors first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q4 2024. 247 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Secured Retirement Advisors held 19,546 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.2M as of Q2 2026.
Secured Retirement Advisors sold 3,635 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $216K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.62% of Secured Retirement Advisors's portfolio in Q2 2026, its #68 holding.
Secured Retirement Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.28M in Q4 2024.
247 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.