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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
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 		$9.88M Sell
181,623
-2,396
-1% -$124K 2.07% 9
2025
Q1 		$9.53M 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

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 22.96% 1-Year Est. Return

Cambridge Advisors's JEPQ Position: Q2 2026 in Review

Cambridge Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.65% in Q2 2026, selling an estimated $79K and leaving 204,827 shares worth $12.6M. The position accounts for 2.16% of the portfolio, ranked #7.

Cambridge Advisors first reported a position in JEPQ in Q2 2022 and has held it in 17 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Cambridge Advisors held 204,827 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $12.6M as of Q2 2026.
  • Cambridge Advisors sold 1,332 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $79K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 2.16% of Cambridge Advisors's portfolio in Q2 2026, its #7 holding.
  • Cambridge Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.