Redwood Wealth Management Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-4,600	Closed	-$255K	–	60
2026 Q1	$255K	Hold	4,600	–	–	0.11%	147
2025 Q4	$267K	Hold	4,600	–	–	0.11%	144
2025 Q3	$265K	Hold	4,600	–	–	0.11%	147
2025 Q2	$250K	Buy	4,600 +500	+12%	+$25.8K	0.11%	155
2025 Q1	$212K	Hold	4,100	–	–	0.11%	151
2024 Q4	$231K	Buy	+4,100	New	+$230K	0.11%	146
2024 Q3	–	Sell	-3,500	Closed	-$194K	–	638
2024 Q2	$194K	Buy	+3,500	New	+$188K	0.15%	119

Other funds holding JEPQ

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Redwood Wealth Management Group's JEPQ Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026, closing a stake of 4,600 shares — an estimated $255K sold.

Redwood Wealth Management Group first reported a position in JEPQ in Q2 2024 and held it in 7 quarters. The position peaked at $267K in Q4 2025. 653 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Redwood Wealth Management Group reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 4,600 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $255K.
Redwood Wealth Management Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 7 quarters.
Redwood Wealth Management Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $267K in Q4 2025.
653 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.