Clear Creek Financial Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Clear Creek Financial Management’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	$6.07M	Buy	98,737 +65,209	+194%	+$3.87M	0.39%	63
2026 Q1	$1.86M	Buy	33,528 +5,458	+19%	+$316K	0.14%	156
2025 Q4	$1.63M	Buy	28,070 +9,340	+50%	+$543K	0.13%	156
2025 Q3	$1.08M	Buy	18,730 +5,266	+39%	+$292K	0.09%	220
2025 Q2	$732K	Buy	13,464 +552	+4%	+$28.5K	0.07%	282
2025 Q1	$669K	Buy	12,912 +2,604	+25%	+$145K	0.07%	265
2024 Q4	$581K	Buy	10,308 +5,448	+112%	+$306K	0.06%	268
2024 Q3	$267K	Buy	+4,860	New	+$261K	0.03%	375

Other funds holding JEPQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Clear Creek Financial Management's JEPQ Position: Q2 2026 in Review

Clear Creek Financial Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 194% in Q2 2026, buying an estimated $3.87M and bringing the position to 98,737 shares worth $6.07M. The position accounts for 0.39% of the portfolio, ranked #63.

Clear Creek Financial Management first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. 729 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Clear Creek Financial Management held 98,737 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.07M as of Q2 2026.
Clear Creek Financial Management bought 65,209 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $3.87M.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.39% of Clear Creek Financial Management's portfolio in Q2 2026, its #63 holding.
Clear Creek Financial Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
729 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.