RWP
Ridgecrest Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
4,000
| – | – | 0.11% | 105 |
|
|
2025
Q1 | $207K | Buy |
4,000
+100
| +3% | +$5.18K | 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 | +$212K | 0.13% | 99 |
|