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Bullock Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bullock Wealth 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 		$6.02K Hold
100
– – ﹤0.01% 491
2026
Q1 		$5.55K Hold
100
– – ﹤0.01% 489
2025
Q4 		$5.81K Hold
100
– – ﹤0.01% 461
2025
Q3 		$5.72K Hold
100
– – ﹤0.01% 477
2025
Q2 		$5.38K Buy
+100
New +$5.16K ﹤0.01% 456

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bullock Wealth Management's JEPQ Position: Q2 2026 in Review

Bullock Wealth Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 100 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Bullock Wealth Management first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Bullock Wealth Management held 100 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.02K as of Q2 2026.
  • Bullock Wealth Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Bullock Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,029 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.