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Discipline Wealth Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Discipline Wealth Solutions’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 		$536K Buy
8,722
+1,508
+21% +$89.5K 0.05% 121
2026
Q1 		$401K Sell
7,214
-4,189
-37% -$242K 0.04% 129
2025
Q4 		$663K Buy
11,403
+1,651
+17% +$95.9K 0.12% 90
2025
Q3 		$561K Buy
+9,752
New +$541K 0.15% 88

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 22.96% 1-Year Est. Return

Discipline Wealth Solutions's JEPQ Position: Q2 2026 in Review

Discipline Wealth Solutions increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 21% in Q2 2026, buying an estimated $89.5K and bringing the position to 8,722 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #121.

Discipline Wealth Solutions first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $663K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Discipline Wealth Solutions held 8,722 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $536K as of Q2 2026.
  • Discipline Wealth Solutions bought 1,508 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $89.5K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Discipline Wealth Solutions's portfolio in Q2 2026, its #121 holding.
  • Discipline Wealth Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $663K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.