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Cadent Capital Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cadent Capital Advisors’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
Q3 		$571K Buy
9,328
+2,082
+29% +$124K 0.12% 110
2026
Q2 		$445K Buy
+7,246
New +$430K 0.09% 128

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Cadent Capital Advisors's JEPQ Position: Q3 2026 in Review

Cadent Capital Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 29% in Q3 2026, buying an estimated $124K and bringing the position to 9,328 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #110.

Cadent Capital Advisors first reported a position in JEPQ in Q2 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Cadent Capital Advisors held 9,328 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $571K as of Q3 2026.
  • Cadent Capital Advisors bought 2,082 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $124K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Cadent Capital Advisors's portfolio in Q3 2026, its #110 holding.
  • Cadent Capital Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.