Planning Directions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Planning Directions’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	$3.39M	Buy	55,104 +5,914	+12%	+$351K	1.57%	17
2026 Q1	$2.73M	Buy	49,190 +3,723	+8%	+$215K	1.38%	18
2025 Q4	$2.64M	Buy	45,467 +184	+0.4%	+$10.7K	1.33%	16
2025 Q3	$2.6M	Buy	45,283 +5,101	+13%	+$283K	1.36%	18
2025 Q2	$2.19M	Buy	40,182 +761	+2%	+$39.2K	1.23%	19
2025 Q1	$2.04M	Buy	39,421 +6,324	+19%	+$352K	0.87%	31
2024 Q4	$1.87M	Buy	33,097 +8,334	+34%	+$468K	1.08%	17
2024 Q3	$1.36M	Buy	24,763 +3,102	+14%	+$166K	0.81%	23
2024 Q2	$1.2M	Buy	21,661 +11,218	+107%	+$603K	0.82%	26
2024 Q1	$566K	Buy	+10,443	New	+$545K	0.39%	36

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

Planning Directions's JEPQ Position: Q2 2026 in Review

Planning Directions increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 12% in Q2 2026, buying an estimated $351K and bringing the position to 55,104 shares worth $3.39M. The position accounts for 1.57% of the portfolio, ranked #17.

Planning Directions first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Planning Directions held 55,104 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.39M as of Q2 2026.
Planning Directions bought 5,914 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $351K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.57% of Planning Directions's portfolio in Q2 2026, its #17 holding.
Planning Directions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.