CTWM
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
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% +$9.76K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cherry Tree Wealth Management's JEPQ Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 8.3% in Q1 2026, selling an estimated $85.2K and leaving 16,205 shares worth $900K. The position accounts for 0.19% of the portfolio, ranked #72.

Cherry Tree Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q3 2025. 966 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Cherry Tree Wealth Management held 16,205 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $900K as of Q1 2026.
  • Cherry Tree Wealth Management sold 1,474 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $85.2K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.19% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Cherry Tree Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $1.04M in Q3 2025.
  • 966 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.