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

Diversify 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	$2M	Buy	34,672 +2,355	+7%	+$140K	0.03%	411
2026 Q1	$1.91M	Buy	32,317 +13,537	+72%	+$783K	0.03%	396
2025 Q4	$1.11M	Buy	18,780 +920	+5%	+$53.5K	0.05%	301
2025 Q3	$1.05M	Sell	17,860 -533	-3%	-$29.6K	0.06%	268
2025 Q2	$1.03M	Buy	18,393 +2,566	+16%	+$132K	0.06%	267
2025 Q1	$812K	Buy	15,827 +11,561	+271%	+$644K	0.06%	271
2024 Q4	$239K	Buy	+4,266	New	+$239K	0.02%	463

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

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

Diversify Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 7.3% in Q2 2026, buying an estimated $140K and bringing the position to 34,672 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #411.

Diversify Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Diversify Wealth Management held 34,672 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2M as of Q2 2026.
Diversify Wealth Management bought 2,355 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $140K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #411 holding.
Diversify Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.