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

Tandem 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 		– Sell
-12,821
Closed -$729K – 103
2025
Q4 		$729K Sell
12,821
-1,401
-10% -$81.4K 0.87% 25
2025
Q3 		$818K Sell
14,222
-2,082
-13% -$116K 0.3% 51
2025
Q2 		$887K Sell
16,304
-273
-2% -$14.1K 0.83% 27
2025
Q1 		$858K Buy
16,577
+3,756
+29% +$209K 0.93% 26
2024
Q4 		$729K Buy
+12,821
New +$720K 0.77% 27

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

Tandem Financial's JEPQ Position: Q1 2026 in Review

Tandem Financial sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 12,821 shares — an estimated $729K sold.

Tandem Financial first reported a position in JEPQ in Q4 2024 and held it in 5 quarters. The position peaked at $887K in Q2 2025. 964 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Tandem Financial reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Tandem Financial sold 12,821 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $729K.
  • Tandem Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and held it in 5 quarters.
  • Tandem Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $887K in Q2 2025.
  • 964 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.