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

XML Financial’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	–	Sell	-3,750	Closed	-$208K	–	456
2026 Q1	$208K	Hold	3,750	–	–	0.02%	396
2025 Q4	$218K	Sell	3,750 -2,505	-40%	-$146K	0.02%	400
2025 Q3	$360K	Sell	6,255 -1,100	-15%	-$61.1K	0.03%	288
2025 Q2	$400K	Buy	7,355 +1,325	+22%	+$68.3K	0.03%	267
2025 Q1	$312K	Buy	6,030 +925	+18%	+$51.5K	0.03%	281
2024 Q4	$288K	Buy	5,105 +225	+5%	+$12.6K	0.03%	296
2024 Q3	$268K	Buy	+4,880	New	+$262K	0.02%	300

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

XML Financial's JEPQ Position: Q2 2026 in Review

XML Financial sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 3,750 shares — an estimated $208K sold.

XML Financial first reported a position in JEPQ in Q3 2024 and held it in 7 quarters. The position peaked at $400K in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

XML Financial reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
XML Financial sold 3,750 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $208K.
XML Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and held it in 7 quarters.
XML Financial's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $400K in Q2 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.