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 Q2	$394K	Buy	6,412 +1,203	+23%	+$71.4K	0.03%	199
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 $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cascade Financial Partners's JEPQ Position: Q2 2026 in Review

Cascade Financial Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 23% in Q2 2026, buying an estimated $71.4K and bringing the position to 6,412 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #199.

Cascade Financial Partners first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 1,027 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Cascade Financial Partners held 6,412 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $394K as of Q2 2026.
Cascade Financial Partners bought 1,203 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $71.4K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #199 holding.
Cascade Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
1,027 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.