Sowell Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Sowell Financial 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	$1.85M	Sell	30,159 -26	-0.1%	-$1.54K	0.06%	329
2026 Q1	$1.68M	Buy	30,185 +4,941	+20%	+$286K	0.06%	328
2025 Q4	$1.47M	Sell	25,244 -39,354	-61%	-$2.29M	0.05%	344
2025 Q3	$3.72M	Buy	64,598 +16,813	+35%	+$933K	0.14%	147
2025 Q2	$2.6M	Buy	47,785 +3,750	+9%	+$193K	0.11%	201
2025 Q1	$2.28M	Sell	44,035 -1,067	-2%	-$59.4K	0.1%	206
2024 Q4	$2.54M	Buy	45,102 +14,595	+48%	+$819K	0.13%	168
2024 Q3	$1.68M	Buy	30,507 +588	+2%	+$31.5K	0.08%	266
2024 Q2	$1.66M	Buy	29,919 +5,567	+23%	+$299K	0.08%	257
2024 Q1	$1.32M	Buy	24,352 +9,856	+68%	+$515K	0.06%	303
2023 Q4	$729K	Buy	+14,496	New	+$700K	0.04%	380

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

Sowell Financial Services's JEPQ Position: Q2 2026 in Review

Sowell Financial Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.09% in Q2 2026, selling an estimated $1.54K and leaving 30,159 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #329.

Sowell Financial Services first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.72M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Sowell Financial Services held 30,159 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.85M as of Q2 2026.
Sowell Financial Services sold 26 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.54K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #329 holding.
Sowell Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Sowell Financial Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $3.72M in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.