Southern Capital Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Southern Capital Services’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	$10.2M	Sell	166,216 -25,975	-14%	-$1.54M	5.73%	5
2026 Q1	$10.7M	Buy	192,191 +7,740	+4%	+$448K	6.86%	3
2025 Q4	$10.7M	Buy	+184,451	New	+$10.7M	6.76%	5

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

Southern Capital Services's JEPQ Position: Q2 2026 in Review

Southern Capital Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q2 2026, selling an estimated $1.54M and leaving 166,216 shares worth $10.2M. The position accounts for 5.73% of the portfolio, ranked #5.

Southern Capital Services first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q4 2025. 1,023 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Southern Capital Services held 166,216 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $10.2M as of Q2 2026.
Southern Capital Services sold 25,975 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.54M.
JPMorgan Nasdaq Equity Premium Income ETF made up 5.73% of Southern Capital Services's portfolio in Q2 2026, its #5 holding.
Southern Capital Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
Southern Capital Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $10.7M in Q4 2025.
1,023 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Southern Capital Services's 13F filing for Q2 2026, filed 23 Jul 2026.