Cyndeo Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cyndeo Wealth Partners’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	$583K	Buy	9,487 +2,445	+35%	+$145K	0.03%	328
2026 Q1	$391K	Sell	7,042 -48	-0.7%	-$2.78K	0.02%	363
2025 Q4	$412K	Buy	7,090 +152	+2%	+$8.83K	0.02%	351
2025 Q3	$399K	Buy	6,938 +818	+13%	+$45.4K	0.02%	344
2025 Q2	$333K	Buy	6,120 +58	+1%	+$2.99K	0.02%	368
2025 Q1	$314K	Sell	6,062 -1,993	-25%	-$111K	0.02%	359
2024 Q4	$454K	Buy	8,055 +102	+1%	+$5.73K	0.03%	308
2024 Q3	$437K	Buy	7,953 +1,010	+15%	+$54.2K	0.03%	317
2024 Q2	$385K	Buy	+6,943	New	+$373K	0.03%	302

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 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

Cyndeo Wealth Partners's JEPQ Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 35% in Q2 2026, buying an estimated $145K and bringing the position to 9,487 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #328.

Cyndeo Wealth Partners first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Cyndeo Wealth Partners held 9,487 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $583K as of Q2 2026.
Cyndeo Wealth Partners bought 2,445 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $145K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #328 holding.
Cyndeo Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
247 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.