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 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ridgecrest Wealth Partners held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q1 2026 at 4,000 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #90.

Ridgecrest Wealth Partners first reported a position in JEPQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $232K in Q4 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Ridgecrest Wealth Partners held 4,000 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $222K as of Q1 2026.
Ridgecrest Wealth Partners left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.12% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #90 holding.
Ridgecrest Wealth Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Ridgecrest Wealth Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $232K in Q4 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

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