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

Sun Financial’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 		$254K Buy
4,226
+730
+21% +$42.2K 0.13% 150
2025
Q4 		$203K Buy
+3,496
New +$203K 0.11% 155

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sun Financial's JEPQ Position: Q1 2026 in Review

Sun Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 21% in Q1 2026, buying an estimated $42.2K and bringing the position to 4,226 shares worth $254K. The position accounts for 0.13% of the portfolio, ranked #150.

Sun Financial first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. 964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Sun Financial held 4,226 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $254K as of Q1 2026.
  • Sun Financial bought 730 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $42.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.13% of Sun Financial's portfolio in Q1 2026, its #150 holding.
  • Sun Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.