Patriot Financial Group Insurance Agency 13F: Adds $1.9M to JEPQ Stake

Patriot Financial Group Insurance Agency added to its position in JPMorgan Nasdaq Equity Premium Income ETF JEPQ, boosting its holdings during the quarter according to a Form 13F filing disclosed with the Securities and Exchange Commission on October 14, 2026. Institutional 13F filings look backward at holdings from the end of the reporting period and may not represent the investor's current position today.

What Changed in Patriot Financial Group's JPMorgan Nasdaq Equity Premium Income ETF Position

During the quarter, Patriot Financial Group lifted its investment by 31,319 shares, marking a 23.7% increase from the previous period. The firm owned 132,001 shares before the trade and finished the quarter with 163,320 shares. The reported value of the stake reached about $10.0 million at the time of the filing.

JPMorgan Nasdaq Equity Premium Income ETF Stock Down 2.1%

Shares of JPMorgan Nasdaq Equity Premium Income ETF recently traded around $58.81 as of October 16, 2026. That price sits about 2.4% below its 50-day moving average of $60.24 and roughly 0.4% below its 200-day moving average of $59.06. Over the past year, the fund has traded in a 52-week range between $53.51 and $61.72, and it carries an annual dividend yield of about 11.1%. Institutional filings like this one arrive alongside a busy reporting season for Patriot Financial Group, which also adjusted positions in funds like the iShares Systematic Alternatives Active ETF and the Fidelity Nasdaq Composite Index ETF around the same mid-October filing window.

About JPMorgan Nasdaq Equity Premium Income ETF

The fund seeks to achieve its objective by creating an actively managed portfolio of equity securities comprised significantly of those included in its primary benchmark, the Nasdaq-100 Index, and through equity-linked notes by selling call options with exposure to the benchmark. It operates as a non-diversified fund aiming to generate income through equity holdings and options premiums.

Bottom Line

Institutional filings like this one provide a look at how professional asset managers adjust their portfolios across different market sectors. Because 13F reports reflect past holdings from the close of the quarter, they may not capture trades made since the filing date. Observers typically watch subsequent SEC disclosures to see if firms like Patriot Financial Group continue adjusting their income-focused ETF allocations. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.