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

TFC Financial Management’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	$262K	Buy	4,270 +42	+1%	+$2.49K	0.03%	126
2026 Q1	$235K	Hold	4,228	–	–	0.03%	119
2025 Q4	$246K	Buy	4,228 +2,044	+94%	+$119K	0.03%	119
2025 Q3	$126K	Hold	2,184	–	–	0.02%	168
2025 Q2	$119K	Hold	2,184	–	–	0.02%	181
2025 Q1	$113K	Buy	+2,184	New	+$122K	0.02%	181

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

TFC Financial Management's JEPQ Position: Q2 2026 in Review

TFC Financial Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.99% in Q2 2026, buying an estimated $2.49K and bringing the position to 4,270 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #126.

TFC Financial Management first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

TFC Financial Management held 4,270 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $262K as of Q2 2026.
TFC Financial Management bought 42 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $2.49K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #126 holding.
TFC Financial Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 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 TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.