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Red Mountain Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Red Mountain Financial’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 		$633K Buy
10,300
+6,035
+142% +$358K 0.53% 41
2026
Q1 		$237K Buy
4,265
+175
+4% +$10.1K 0.22% 69
2025
Q4 		$238K Buy
4,090
+530
+15% +$30.8K 0.23% 69
2025
Q3 		$205K Buy
+3,560
New +$198K 0.21% 74

Other funds holding JEPQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Red Mountain Financial's JEPQ Position: Q2 2026 in Review

Red Mountain Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 142% in Q2 2026, buying an estimated $358K and bringing the position to 10,300 shares worth $633K. The position accounts for 0.53% of the portfolio, ranked #41.

Red Mountain Financial first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Red Mountain Financial held 10,300 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $633K as of Q2 2026.
  • Red Mountain Financial bought 6,035 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $358K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.53% of Red Mountain Financial's portfolio in Q2 2026, its #41 holding.
  • Red Mountain Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.