Tempus Wealth Planning’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tempus Wealth Planning’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	$1.68M	Buy	27,365 +1,765	+7%	+$105K	0.33%	84
2026 Q1	$1.42M	Buy	+25,600	New	+$1.48M	0.33%	87
2025 Q4	–	Sell	-21,510	Closed	-$1.24M	–	285
2025 Q3	$1.24M	Buy	21,510 +947	+5%	+$52.6K	0.28%	93
2025 Q2	$1.12M	Buy	20,563 +563	+3%	+$29K	0.28%	100
2025 Q1	$1.04M	Buy	20,000 +10,000	+100%	+$557K	0.31%	97
2024 Q4	$564K	Buy	+10,000	New	+$561K	0.17%	129

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tempus Wealth Planning's JEPQ Position: Q2 2026 in Review

Tempus Wealth Planning increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.9% in Q2 2026, buying an estimated $105K and bringing the position to 27,365 shares worth $1.68M. The position accounts for 0.33% of the portfolio, ranked #84.

Tempus Wealth Planning first reported a position in JEPQ in Q4 2024 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Tempus Wealth Planning held 27,365 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.68M as of Q2 2026.
Tempus Wealth Planning bought 1,765 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $105K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.33% of Tempus Wealth Planning's portfolio in Q2 2026, its #84 holding.
Tempus Wealth Planning first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.