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

Cambridge Investment Research 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 		$49.1M Sell
798,262
-93,831
-11% -$5.57M 0.11% 171
2026
Q1 		$49.5M Buy
892,093
+66,643
+8% +$3.85M 0.13% 151
2025
Q4 		$48M Buy
825,450
+164,323
+25% +$9.55M 0.13% 152
2025
Q3 		$38M Buy
661,127
+32,726
+5% +$1.82M 0.1% 181
2025
Q2 		$34.2M Buy
628,401
+37,063
+6% +$1.91M 0.1% 190
2025
Q1 		$30.6M Sell
591,338
-453,344
-43% -$25.3M 0.1% 192
2024
Q4 		$58.9M Buy
1,044,682
+609,864
+140% +$34.2M 0.2% 92
2024
Q3 		$23.9M Buy
434,818
+46,957
+12% +$2.52M 0.08% 241
2024
Q2 		$21.5M Buy
387,861
+137,461
+55% +$7.39M 0.08% 244
2024
Q1 		$13.6M Buy
250,400
+53,419
+27% +$2.79M 0.05% 352
2023
Q4 		$9.84M Buy
196,981
+51,489
+35% +$2.49M 0.04% 418
2023
Q3 		$6.83M Buy
145,492
+22,022
+18% +$1.06M 0.03% 515
2023
Q2 		$5.97M Buy
123,470
+18,465
+18% +$854K 0.03% 580
2023
Q1 		$4.74M Buy
105,005
+47,802
+84% +$2.05M 0.02% 657
2022
Q4 		$2.33M Buy
57,203
+31,803
+125% +$1.35M 0.01% 995
2022
Q3 		$1.06M Buy
+25,400
New +$1.19M 0.01% 1432

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 Investment Research Advisors's JEPQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 11% in Q2 2026, selling an estimated $5.57M and leaving 798,262 shares worth $49.1M. The position accounts for 0.11% of the portfolio, ranked #171.

Cambridge Investment Research Advisors first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $58.9M in Q4 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Cambridge Investment Research Advisors held 798,262 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $49.1M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 93,831 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $5.57M.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.11% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #171 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $58.9M in Q4 2024.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.