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Cahill Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cahill Financial 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
Q2 		$562K Buy
9,140
+205
+2% +$12.2K 0.05% 171
2026
Q1 		$496K Sell
8,935
-186
-2% -$10.8K 0.05% 179
2025
Q4 		$530K Sell
9,121
-3,375
-27% -$196K 0.06% 169
2025
Q3 		$719K Sell
12,496
-6,852
-35% -$380K 0.08% 147
2025
Q2 		$1.05M Buy
19,348
+569
+3% +$29.3K 0.13% 114
2025
Q1 		$972K Sell
18,779
-4,146
-18% -$231K 0.13% 120
2024
Q4 		$1.29M Buy
22,925
+443
+2% +$24.9K 0.18% 96
2024
Q3 		$1.23M Buy
22,482
+981
+5% +$52.6K 0.17% 98
2024
Q2 		$1.19M Buy
21,501
+12,679
+144% +$681K 0.16% 108
2024
Q1 		$478K Buy
8,822
+4,581
+108% +$239K 0.07% 176
2023
Q4 		$212K Buy
+4,241
New +$205K 0.03% 232

Other funds holding JEPQ

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Cahill Financial Advisors's JEPQ Position: Q2 2026 in Review

Cahill Financial Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 2.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 9,140 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #171.

Cahill Financial Advisors first reported a position in JEPQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q4 2024. 808 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Cahill Financial Advisors held 9,140 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $562K as of Q2 2026.
  • Cahill Financial Advisors bought 205 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $12.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #171 holding.
  • Cahill Financial Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Cahill Financial Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.29M in Q4 2024.
  • 808 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.