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

Cedar Mountain 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	$4.55K	Sell	74 -5,024	-99%	-$298K	﹤0.01%	724
2026 Q1	$283K	Buy	5,098 +3,505	+220%	+$203K	0.06%	54
2025 Q4	$92.6K	Hold	1,593	–	–	0.02%	87
2025 Q3	$91.6K	Sell	1,593 -130	-8%	-$7.22K	0.02%	86
2025 Q2	$93.7K	Hold	1,723	–	–	0.02%	72
2025 Q1	$89.2K	Buy	+1,723	New	+$96K	0.02%	72

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cedar Mountain Advisors's JEPQ Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 99% in Q2 2026, selling an estimated $298K and leaving 74 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Cedar Mountain Advisors first reported a position in JEPQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $283K in Q1 2026. 183 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Cedar Mountain Advisors held 74 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.55K as of Q2 2026.
Cedar Mountain Advisors sold 5,024 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $298K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #724 holding.
Cedar Mountain Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
Cedar Mountain Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $283K in Q1 2026.
183 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.