Redwood Financial Network’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Redwood Financial Network’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	$1.08M	Sell	17,496 -29	-0.2%	-$1.72K	0.6%	45
2026 Q1	$973K	Sell	17,525 -72	-0.4%	-$4.16K	0.64%	45
2025 Q4	$1.02M	Sell	17,597 -6	-0%	-$349	0.65%	44
2025 Q3	$1.01M	Buy	17,603 +2,763	+19%	+$153K	0.64%	45
2025 Q2	$807K	Buy	14,840 +3,256	+28%	+$168K	0.55%	50
2025 Q1	$600K	Buy	11,584 +5,332	+85%	+$297K	0.46%	64
2024 Q4	$352K	Buy	+6,252	New	+$351K	0.26%	109

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Redwood Financial Network's JEPQ Position: Q2 2026 in Review

Redwood Financial Network reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.17% in Q2 2026, selling an estimated $1.72K and leaving 17,496 shares worth $1.08M. The position accounts for 0.6% of the portfolio, ranked #45.

Redwood Financial Network first reported a position in JEPQ in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Redwood Financial Network held 17,496 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.08M as of Q2 2026.
Redwood Financial Network sold 29 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $1.72K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.6% of Redwood Financial Network's portfolio in Q2 2026, its #45 holding.
Redwood Financial Network first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.