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

Cambridge 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 		$12.6M Buy
206,418
+1,591
+0.8% +$94.9K 2.18% 8
2026
Q2 		$12.6M Sell
204,827
-1,332
-0.6% -$79K 2.16% 7
2026
Q1 		$11.4M Sell
206,159
-2,350
-1% -$136K 2.22% 7
2025
Q4 		$12.1M Buy
208,509
+1,570
+0.8% +$91.2K 2.31% 8
2025
Q3 		$11.9M Buy
206,939
+25,316
+14% +$1.41M 2.33% 8
2025
Q2 		$9.9M Sell
181,623
-2,396
-1% -$124K 2.07% 9
2025
Q1 		$9.5M Buy
184,019
+6,553
+4% +$365K 2.09% 11
2024
Q4 		$10M Buy
177,466
+23,314
+15% +$1.31M 2.23% 9
2024
Q3 		$8.47M Buy
154,152
+9,010
+6% +$483K 1.85% 12
2024
Q2 		$8.06M Buy
145,142
+5,887
+4% +$316K 1.87% 11
2024
Q1 		$7.55M Buy
139,255
+16,899
+14% +$882K 1.78% 11
2023
Q4 		$6.11M Buy
122,356
+45,117
+58% +$2.18M 1.54% 16
2023
Q3 		$3.62M Buy
77,239
+32,463
+73% +$1.56M 0.97% 19
2023
Q2 		$2.17M Buy
44,776
+13,526
+43% +$625K 0.55% 29
2023
Q1 		$1.41M Buy
31,250
+5,656
+22% +$242K 0.36% 44
2022
Q4 		$1.04M Buy
25,594
+3,749
+17% +$159K 0.28% 61
2022
Q3 		$910K Buy
21,845
+14,907
+215% +$698K 0.26% 65
2022
Q2 		$317K Buy
+6,938
New +$328K 0.09% 141

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
James Reed Financial Services
James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Cambridge Advisors's JEPQ Position: Q3 2026 in Review

Cambridge Advisors increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.78% in Q3 2026, buying an estimated $94.9K and bringing the position to 206,418 shares worth $12.6M. The position accounts for 2.18% of the portfolio, ranked #8.

Cambridge Advisors first reported a position in JEPQ in Q2 2022 and has held it in 18 quarters since. 411 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Cambridge Advisors held 206,418 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $12.6M as of Q3 2026.
  • Cambridge Advisors bought 1,591 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $94.9K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 2.18% of Cambridge Advisors's portfolio in Q3 2026, its #8 holding.
  • Cambridge Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 18 quarters since.
  • 411 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.