CX Institutional
JEPQ icon

CX Institutional’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

CX Institutional’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 		$9K Hold
155
– – ﹤0.01% 1373
2026
Q2 		$10K Sell
155
-1
-0.6% -$59 ﹤0.01% 1293
2026
Q1 		$9K Sell
156
-649
-81% -$37.5K ﹤0.01% 1316
2025
Q4 		$47K Buy
+805
New +$46.8K ﹤0.01% 981

Other funds holding JEPQ

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CX Institutional's JEPQ Position: Q3 2026 in Review

CX Institutional held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q3 2026 at 155 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

CX Institutional first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $47K in Q4 2025. 322 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • CX Institutional held 155 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9K as of Q3 2026.
  • CX Institutional left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q3 2026.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1373 holding.
  • CX Institutional first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $47K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.