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

Ridgecrest Wealth Partners’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	$246K	Hold	4,000	–	–	0.12%	93
2026 Q1	$222K	Hold	4,000	–	–	0.12%	90
2025 Q4	$232K	Hold	4,000	–	–	0.13%	89
2025 Q3	$230K	Hold	4,000	–	–	0.1%	108
2025 Q2	$218K	Hold	4,000	–	–	0.11%	105
2025 Q1	$207K	Buy	4,000 +100	+3%	+$5.57K	0.11%	108
2024 Q4	$220K	Hold	3,900	–	–	0.12%	99
2024 Q3	$214K	Hold	3,900	–	–	0.11%	106
2024 Q2	$216K	Hold	3,900	–	–	0.13%	91
2024 Q1	$212K	Buy	+3,900	New	+$204K	0.13%	99

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

Ridgecrest Wealth Partners's JEPQ Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 4,000 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #93.

Ridgecrest Wealth Partners first reported a position in JEPQ in Q1 2024 and has held it in 10 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Ridgecrest Wealth Partners held 4,000 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $246K as of Q2 2026.
Ridgecrest Wealth Partners left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #93 holding.
Ridgecrest Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.