Crossmark Global Holdings’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Crossmark Global Holdings’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	$365K	Hold	5,939	–	–	﹤0.01%	991
2026 Q1	$330K	Hold	5,939	–	–	﹤0.01%	981
2025 Q4	$345K	Sell	5,939 -6,557	-52%	-$381K	﹤0.01%	971
2025 Q3	$719K	Sell	12,496 -1,681	-12%	-$93.3K	0.01%	746
2025 Q2	$771K	Buy	14,177 +562	+4%	+$29K	0.01%	706
2025 Q1	$705K	Buy	13,615 +8,111	+147%	+$452K	0.01%	727
2024 Q4	$310K	Hold	5,504	–	–	0.01%	1033
2024 Q3	$302K	Hold	5,504	–	–	0.01%	1069
2024 Q2	$305K	Buy	+5,504	New	+$296K	0.01%	1065

Other funds holding JEPQ

AAA

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 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

Crossmark Global Holdings's JEPQ Position: Q2 2026 in Review

Crossmark Global Holdings held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 5,939 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Crossmark Global Holdings first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $771K in Q2 2025. 285 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Crossmark Global Holdings held 5,939 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $365K as of Q2 2026.
Crossmark Global Holdings left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #991 holding.
Crossmark Global Holdings first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Crossmark Global Holdings's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $771K in Q2 2025.
285 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.