Cascade Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cascade Financial Partners’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 Q1	$289K	Buy	5,209 +1,323	+34%	+$76.5K	0.03%	215
2025 Q4	$226K	Hold	3,886	–	–	0.02%	243
2025 Q3	$224K	Hold	3,886	–	–	0.03%	241
2025 Q2	$211K	Hold	3,886	–	–	0.03%	247
2025 Q1	$201K	Buy	3,886 +245	+7%	+$13.6K	0.03%	239
2024 Q4	$205K	Hold	3,641	–	–	0.03%	243
2024 Q3	$202K	Hold	3,641	–	–	0.03%	236
2024 Q2	$202K	Buy	+3,641	New	+$196K	0.03%	229

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cascade Financial Partners's JEPQ Position: Q1 2026 in Review

Cascade Financial Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 34% in Q1 2026, buying an estimated $76.5K and bringing the position to 5,209 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #215.

Cascade Financial Partners first reported a position in JEPQ in Q2 2024 and has held it in 8 quarters since. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Cascade Financial Partners held 5,209 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $289K as of Q1 2026.
Cascade Financial Partners bought 1,323 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $76.5K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #215 holding.
Cascade Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.