Diversify Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Diversify Advisory Services’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	$2M	Buy	+34,672	New	+$2.06M	0.03%	411
2026 Q1	–	Sell	-9,323	Closed	-$549K	–	567
2025 Q4	$549K	Buy	9,323 +1,411	+18%	+$82K	0.02%	577
2025 Q3	$465K	Buy	7,912 +1,281	+19%	+$71.1K	0.02%	584
2025 Q2	$370K	Buy	6,631 +2,045	+45%	+$105K	0.01%	627
2025 Q1	$235K	Buy	+4,586	New	+$255K	0.01%	570

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 22.9% 1-Year Est. Return

Diversify Advisory Services's JEPQ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 34,672 shares worth $2M. The stake represents 0.03% of the portfolio and ranks #411 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JEPQ as recently as Q4 2025.

Diversify Advisory Services first reported a position in JEPQ in Q1 2025 and has held it in 5 quarters since. 1,029 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Diversify Advisory Services held 34,672 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2M as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Diversify Advisory Services position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #411 holding.
Diversify Advisory Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.