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 Q3	$2.33K	Sell	38 -36	-49%	-$2.15K	﹤0.01%	788
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 $984M AUM 41.12% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 49% in Q3 2026, selling an estimated $2.15K and leaving 38 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Cedar Mountain Advisors first reported a position in JEPQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $283K in Q1 2026. 362 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Cedar Mountain Advisors held 38 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.33K as of Q3 2026.
Cedar Mountain Advisors sold 36 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $2.15K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #788 holding.
Cedar Mountain Advisors first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2025 and has held it in 7 quarters since.
Cedar Mountain Advisors's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $283K in Q1 2026.
362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

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