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Cypress Wealth Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cypress Wealth Services’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 		$619K Sell
10,074
-5,507
-35% -$327K 0.08% 200
2026
Q1 		$865K Sell
15,581
-6
-0% -$347 0.12% 133
2025
Q4 		$906K Buy
15,587
+11,765
+308% +$684K 0.13% 130
2025
Q3 		$220K Buy
+3,822
New +$212K 0.04% 312

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
SS
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
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

Cypress Wealth Services's JEPQ Position: Q2 2026 in Review

Cypress Wealth Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 35% in Q2 2026, selling an estimated $327K and leaving 10,074 shares worth $619K. The position accounts for 0.08% of the portfolio, ranked #200.

Cypress Wealth Services first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $906K in Q4 2025. 296 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Cypress Wealth Services held 10,074 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $619K as of Q2 2026.
  • Cypress Wealth Services sold 5,507 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $327K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #200 holding.
  • Cypress Wealth Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $906K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.