Worth Financial Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Worth Financial Advisory Group’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	$912K	Buy	+14,844	New	+$881K	0.38%	66
2026 Q1	–	Sell	-4,079	Closed	-$237K	–	117
2025 Q4	$237K	Buy	+4,079	New	+$237K	0.11%	164

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

Worth Financial Advisory Group's JEPQ Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 14,844 shares worth $912K. The stake represents 0.38% of the portfolio and ranks #66 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in JEPQ as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Worth Financial Advisory Group held 14,844 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $912K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Worth Financial Advisory Group position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.38% of Worth Financial Advisory Group's portfolio in Q2 2026, its #66 holding.
Worth Financial Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.