Cadence Bank’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cadence Bank’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
2025 Q4	$6.63M	Buy	114,044 +13,746	+14%	+$799K	0.39%	56
2025 Q3	$5.77M	Buy	100,298 +27,546	+38%	+$1.53M	0.35%	65
2025 Q2	$3.96M	Buy	72,752 +19,080	+36%	+$984K	0.26%	83
2025 Q1	$2.78M	Buy	53,672 +18,790	+54%	+$1.05M	0.2%	89
2024 Q4	$1.97M	Buy	34,882 +30,782	+751%	+$1.73M	0.13%	113
2024 Q3	$225K	Buy	+4,100	New	+$220K	0.02%	312
2024 Q1	–	Sell	-12,000	Closed	-$599K	–	342
2023 Q4	$599K	Buy	+12,000	New	+$579K	0.05%	206

Other funds holding JEPQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cadence Bank's JEPQ Position: Q4 2025 in Review

Cadence Bank increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 14% in Q4 2025, buying an estimated $799K and bringing the position to 114,044 shares worth $6.63M. The position accounts for 0.39% of the portfolio, ranked #56.

Cadence Bank first reported a position in JEPQ in Q4 2023 and has held it in 7 quarters since. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Cadence Bank held 114,044 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.63M as of Q4 2025.
Cadence Bank bought 13,746 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $799K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.39% of Cadence Bank's portfolio in Q4 2025, its #56 holding.
Cadence Bank first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 7 quarters since.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.