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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

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 22.9% 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. 1,028 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.
  • 1,028 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.