Ridgecrest Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ridgecrest Wealth Partners’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,500	Closed	-$200K	–	102
2025 Q4	$200K	Sell	3,500 -150	-4%	-$8.56K	0.11%	102
2025 Q3	$208K	Hold	3,650	–	–	0.09%	112
2025 Q2	$208K	Buy	+3,650	New	+$202K	0.11%	108
2025 Q1	–	Sell	-3,500	Closed	-$201K	–	116
2024 Q4	$201K	Buy	+3,500	New	+$208K	0.11%	104

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ridgecrest Wealth Partners's JEPI Position: Q1 2026 in Review

Ridgecrest Wealth Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 3,500 shares — an estimated $200K sold.

Ridgecrest Wealth Partners first reported a position in JEPI in Q4 2024 and held it in 4 quarters. The position peaked at $208K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Ridgecrest Wealth Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Ridgecrest Wealth Partners sold 3,500 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $200K.
Ridgecrest Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 4 quarters.
Ridgecrest Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $208K in Q3 2025.
1,415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.