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

Southland Equity 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 Q2	$821K	Buy	13,355 +3,121	+30%	+$185K	0.14%	115
2026 Q1	$568K	Sell	10,234 -1,534	-13%	-$88.7K	0.11%	130
2025 Q4	$684K	Sell	11,768 -445	-4%	-$25.9K	0.14%	117
2025 Q3	$702K	Buy	12,213 +94	+0.8%	+$5.22K	0.14%	108
2025 Q2	$659K	Buy	12,119 +4,121	+52%	+$212K	0.14%	103
2025 Q1	$414K	Sell	7,998 -4,696	-37%	-$262K	0.1%	141
2024 Q4	$716K	Sell	12,694 -65	-0.5%	-$3.65K	0.17%	98
2024 Q3	$701K	Sell	12,759 -4,045	-24%	-$217K	0.17%	92
2024 Q2	$933K	Buy	16,804 +1,036	+7%	+$55.7K	0.27%	68
2024 Q1	$855K	Buy	15,768 +997	+7%	+$52.1K	0.24%	69
2023 Q4	$737K	Buy	14,771 +5,105	+53%	+$246K	0.23%	69
2023 Q3	$454K	Buy	9,666 +3,697	+62%	+$178K	0.16%	90
2023 Q2	$289K	Buy	+5,969	New	+$276K	0.1%	142

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

Southland Equity Partners's JEPQ Position: Q2 2026 in Review

Southland Equity Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 30% in Q2 2026, buying an estimated $185K and bringing the position to 13,355 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #115.

Southland Equity Partners first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $933K in Q2 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Southland Equity Partners held 13,355 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $821K as of Q2 2026.
Southland Equity Partners bought 3,121 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $185K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.14% of Southland Equity Partners's portfolio in Q2 2026, its #115 holding.
Southland Equity Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Southland Equity Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $933K in Q2 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.