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 Q3	$941K	Sell	15,357 -7,113	-32%	-$424K	0.1%	85
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Teamwork Financial Advisors's JEPQ Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 32% in Q3 2026, selling an estimated $424K and leaving 15,357 shares worth $941K. The position accounts for 0.1% of the portfolio, ranked #85.

Teamwork Financial Advisors first reported a position in JEPQ in Q2 2023 and has held it in 14 quarters since. The position peaked at $28.9M in Q1 2025. 861 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Teamwork Financial Advisors held 15,357 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $941K as of Q3 2026.
Teamwork Financial Advisors sold 7,113 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $424K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Teamwork Financial Advisors's portfolio in Q3 2026, its #85 holding.
Teamwork Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 14 quarters since.
Teamwork Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $28.9M in Q1 2025.
861 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.