Security National Bank’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.8M Buy
45,570
+7,119
+19% +$422K 0.33% 60
2026
Q1
$2.13M Buy
38,451
+345
+0.9% +$20K 0.31% 63
2025
Q4
$2.21M Buy
38,106
+4,490
+13% +$261K 0.32% 63
2025
Q3
$1.93M Buy
33,616
+1,174
+4% +$65.2K 0.3% 59
2025
Q2
$1.76M Buy
32,442
+3,992
+14% +$206K 0.31% 58
2025
Q1
$1.47M Buy
28,450
+22,559
+383% +$1.26M 0.28% 59
2024
Q4
$332K Buy
5,891
+3,295
+127% +$185K 0.05% 93
2024
Q3
$143K Hold
2,596
0.02% 128
2024
Q2
$144K Buy
2,596
+238
+10% +$12.8K 0.02% 125
2024
Q1
$128K Buy
+2,358
New +$123K 0.02% 129

Other funds holding JEPQ

Security National Bank's JEPQ Position: Q2 2026 in Review

Security National Bank increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 19% in Q2 2026, buying an estimated $422K and bringing the position to 45,570 shares worth $2.8M. The position accounts for 0.33% of the portfolio, ranked #60.

Security National Bank first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Security National Bank held 45,570 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.8M as of Q2 2026.
  • Security National Bank bought 7,119 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $422K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.33% of Security National Bank's portfolio in Q2 2026, its #60 holding.
  • Security National Bank first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.