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Richmond Investment Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Richmond Investment 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 		$252K Sell
4,095
-3,941
-49% -$234K 0.08% 126
2026
Q1 		$446K Buy
8,036
+1,578
+24% +$91.3K 0.07% 166
2025
Q4 		$375K Sell
6,458
-426
-6% -$24.8K 0.06% 161
2025
Q3 		$396K Buy
6,884
+132
+2% +$7.33K 0.07% 157
2025
Q2 		$367K Buy
+6,752
New +$348K 0.08% 153

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

Richmond Investment Services's JEPQ Position: Q2 2026 in Review

Richmond Investment Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 49% in Q2 2026, selling an estimated $234K and leaving 4,095 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #126.

Richmond Investment Services first reported a position in JEPQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $446K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

  • Richmond Investment Services held 4,095 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $252K as of Q2 2026.
  • Richmond Investment Services sold 3,941 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $234K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Richmond Investment Services's portfolio in Q2 2026, its #126 holding.
  • Richmond Investment Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Richmond Investment Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $446K in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.