Shepherd Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Shepherd Financial Partners’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	$545K	Hold	9,817	–	–	0.05%	151
2025 Q4	$571K	Hold	9,817	–	–	0.05%	150
2025 Q3	$565K	Hold	9,817	–	–	0.05%	151
2025 Q2	$534K	Buy	9,817 +400	+4%	+$20.6K	0.06%	153
2025 Q1	$488K	Hold	9,417	–	–	0.06%	153
2024 Q4	$531K	Hold	9,417	–	–	0.06%	139
2024 Q3	$517K	Buy	9,417 +1,320	+16%	+$70.8K	0.06%	139
2024 Q2	$449K	Hold	8,097	–	–	0.06%	152
2024 Q1	$439K	Hold	8,097	–	–	0.06%	162
2023 Q4	$404K	Buy	+8,097	New	+$391K	0.06%	158

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Shepherd Financial Partners's JEPQ Position: Q1 2026 in Review

Shepherd Financial Partners held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q1 2026 at 9,817 shares worth $545K. The position accounts for 0.05% of the portfolio, ranked #151.

Shepherd Financial Partners first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $571K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Shepherd Financial Partners held 9,817 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $545K as of Q1 2026.
Shepherd Financial Partners left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #151 holding.
Shepherd Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Shepherd Financial Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $571K in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.