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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,024 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.
  • 1,024 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.