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Waller Financial Planning Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Waller Financial Planning Group’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 		– Sell
-10,505
Closed -$583K – 80
2026
Q1 		$583K Buy
10,505
+6,305
+150% +$365K 0.13% 48
2025
Q4 		$244K Buy
+4,200
New +$244K 0.05% 70

Other funds holding JEPQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Waller Financial Planning Group's JEPQ Position: Q2 2026 in Review

Waller Financial Planning Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 10,505 shares — an estimated $583K sold.

Waller Financial Planning Group first reported a position in JEPQ in Q4 2025 and held it in 2 quarters. The position peaked at $583K in Q1 2026. 693 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Waller Financial Planning Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Waller Financial Planning Group sold 10,505 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $583K.
  • Waller Financial Planning Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and held it in 2 quarters.
  • Waller Financial Planning Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $583K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.