Cherry Tree Wealth Management
JEPQ icon

Cherry Tree Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cherry Tree Wealth Management’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 		$510K Sell
8,332
-9,448
-53% -$564K 0.1% 96
2026
Q2 		$1.09M Buy
17,780
+1,575
+10% +$93.5K 0.21% 72
2026
Q1 		$900K Sell
16,205
-1,474
-8% -$85.2K 0.19% 72
2025
Q4 		$1.03M Sell
17,679
-389
-2% -$22.6K 0.22% 73
2025
Q3 		$1.04M Buy
18,068
+284
+2% +$15.8K 0.23% 70
2025
Q2 		$967K Buy
17,784
+236
+1% +$12.2K 0.22% 71
2025
Q1 		$909K Buy
17,548
+11,563
+193% +$644K 0.22% 75
2024
Q4 		$337K Sell
5,985
-115
-2% -$6.46K 0.08% 121
2024
Q3 		$335K Buy
6,100
+182
+3% +$9.8K 0.08% 128
2024
Q2 		$328K Buy
5,918
+1,838
+45% +$98.8K 0.08% 122
2024
Q1 		$221K Hold
4,080
– – 0.06% 153
2023
Q4 		$204K Buy
4,080
+527
+15% +$25.4K 0.05% 150
2023
Q3 		$167K Buy
3,553
+1,430
+67% +$68.9K 0.05% 151
2023
Q2 		$103K Buy
+2,123
New +$98.1K 0.03% 187

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Cherry Tree Wealth Management's JEPQ Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 53% in Q3 2026, selling an estimated $564K and leaving 8,332 shares worth $510K. The position accounts for 0.1% of the portfolio, ranked #96.

Cherry Tree Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.09M in Q2 2026. 362 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Cherry Tree Wealth Management held 8,332 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $510K as of Q3 2026.
  • Cherry Tree Wealth Management sold 9,448 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $564K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.1% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Cherry Tree Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.09M in Q2 2026.
  • 362 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.