Cedar Mountain Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cedar Mountain Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.08K	Sell	37 -53	-59%	-$3.02K	﹤0.01%	811
2026 Q2	$5.08K	Sell	90 -7,242	-99%	-$409K	﹤0.01%	679
2026 Q1	$416K	Buy	7,332 +5,081	+226%	+$296K	0.08%	46
2025 Q4	$129K	Hold	2,251	–	–	0.02%	73
2025 Q3	$129K	Hold	2,251	–	–	0.03%	73
2025 Q2	$128K	Hold	2,251	–	–	0.03%	66
2025 Q1	$129K	Buy	+2,251	New	+$131K	0.03%	64

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Cedar Mountain Advisors's JEPI Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 59% in Q3 2026, selling an estimated $3.02K and leaving 37 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Cedar Mountain Advisors first reported a position in JEPI in Q1 2025 and has held it in 7 quarters since. The position peaked at $416K in Q1 2026. 615 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Cedar Mountain Advisors held 37 shares of JPMorgan Equity Premium Income ETF worth $2.08K as of Q3 2026.
Cedar Mountain Advisors sold 53 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $3.02K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #811 holding.
Cedar Mountain Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 7 quarters since.
Cedar Mountain Advisors's JPMorgan Equity Premium Income ETF position peaked at $416K in Q1 2026.
615 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.