Trinity Legacy Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Trinity Legacy Partners’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 Q1	$5.62M	Buy	96,250 +8,354	+10%	+$483K	1.22%	33
2025 Q4	$5.11M	Sell	87,896 -13,931	-14%	-$809K	1.17%	40
2025 Q3	$6.02M	Buy	101,827 +7,865	+8%	+$437K	1.39%	27
2025 Q2	$5.13M	Buy	93,962 +4,419	+5%	+$228K	1.25%	33
2025 Q1	$4.69M	Buy	89,543 +10,397	+13%	+$579K	1.19%	37
2024 Q4	$4.46M	Buy	79,146 +3,959	+5%	+$222K	1.15%	43
2024 Q3	$4.14M	Buy	75,187 +8,422	+13%	+$452K	1.06%	43
2024 Q2	$3.71M	Buy	+66,765	New	+$3.59M	1.05%	39

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Trinity Legacy Partners's JEPQ Position: Q1 2026 in Review

Trinity Legacy Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 9.5% in Q1 2026, buying an estimated $483K and bringing the position to 96,250 shares worth $5.62M. The position accounts for 1.22% of the portfolio, ranked #33.

Trinity Legacy Partners first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.02M in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Trinity Legacy Partners held 96,250 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.62M as of Q1 2026.
Trinity Legacy Partners bought 8,354 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $483K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.22% of Trinity Legacy Partners's portfolio in Q1 2026, its #33 holding.
Trinity Legacy Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Trinity Legacy Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $6.02M in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.