Sequent Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sequent Planning’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	$2.63M	Buy	42,729 +38,760	+977%	+$2.3M	0.56%	46
2026 Q1	$220K	Buy	3,969 +75	+2%	+$4.34K	0.05%	227
2025 Q4	$226K	Sell	3,894 -23,608	-86%	-$1.37M	0.06%	208
2025 Q3	$1.58M	Buy	+27,502	New	+$1.53M	0.45%	47
2025 Q2	–	Sell	-24,372	Closed	-$1.26M	–	165
2025 Q1	$1.26M	Sell	24,372 -262	-1%	-$14.6K	0.45%	37
2024 Q4	$1.39M	Sell	24,634 -75	-0.3%	-$4.21K	0.51%	33
2024 Q3	$1.36M	Buy	24,709 +1,292	+6%	+$69.3K	0.47%	35
2024 Q2	$1.29M	Sell	23,417 -2,251	-9%	-$121K	0.44%	36
2024 Q1	$1.39M	Buy	+25,668	New	+$1.34M	0.5%	34

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

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

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

Sequent Planning's JEPQ Position: Q2 2026 in Review

Sequent Planning increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 977% in Q2 2026, buying an estimated $2.3M and bringing the position to 42,729 shares worth $2.63M. The position accounts for 0.56% of the portfolio, ranked #46.

Sequent Planning first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Sequent Planning held 42,729 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.63M as of Q2 2026.
Sequent Planning bought 38,760 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.3M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.56% of Sequent Planning's portfolio in Q2 2026, its #46 holding.
Sequent Planning first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.