CI
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
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 $882M AUM 42% 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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional's JEPQ Position: Q2 2026 in Review

CX Institutional reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.64% in Q2 2026, selling an estimated $59 and leaving 155 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

CX Institutional first reported a position in JEPQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $47K in Q4 2025. 250 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • CX Institutional held 155 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $10K as of Q2 2026.
  • CX Institutional sold 1 JPMorgan Nasdaq Equity Premium Income ETF share in Q2 2026, an estimated $59.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1293 holding.
  • CX Institutional first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • CX Institutional's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $47K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.