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

Teamwork Financial Advisors’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	$1.38M	Buy	22,470 +511	+2%	+$30.3K	0.13%	97
2026 Q1	$1.22M	Sell	21,959 -3,399	-13%	-$197K	0.13%	98
2025 Q4	$1.47M	Sell	25,358 -29,128	-53%	-$1.69M	0.15%	91
2025 Q3	$3.13M	Sell	54,486 -396,538	-88%	-$22M	0.32%	60
2025 Q2	$24.5M	Sell	451,024 -107,404	-19%	-$5.54M	2.84%	9
2025 Q1	$28.9M	Buy	558,428 +484,990	+660%	+$27M	3.85%	4
2024 Q4	$4.14M	Buy	73,438 +8,376	+13%	+$470K	0.54%	37
2024 Q3	$3.57M	Sell	65,062 -39,442	-38%	-$2.12M	0.5%	39
2024 Q2	$5.8M	Sell	104,504 -161,373	-61%	-$8.67M	0.86%	32
2024 Q1	$14.4M	Buy	265,877 +53,968	+25%	+$2.82M	2.22%	10
2023 Q4	$10.6M	Buy	211,909 +17,522	+9%	+$846K	1.82%	10
2023 Q3	$9.12M	Buy	194,387 +139,209	+252%	+$6.71M	1.49%	12
2023 Q2	$2.67M	Buy	+55,178	New	+$2.55M	0.43%	43

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Teamwork Financial Advisors's JEPQ Position: Q2 2026 in Review

Teamwork Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.3% in Q2 2026, buying an estimated $30.3K and bringing the position to 22,470 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #97.

Teamwork Financial Advisors first reported a position in JEPQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $28.9M in Q1 2025. 183 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Teamwork Financial Advisors held 22,470 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.38M as of Q2 2026.
Teamwork Financial Advisors bought 511 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $30.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.13% of Teamwork Financial Advisors's portfolio in Q2 2026, its #97 holding.
Teamwork Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Teamwork Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $28.9M in Q1 2025.
183 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.