Ring Mountain Capital’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Ring Mountain Capital’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 Q3	$3.25M	Buy	53,053 +429	+0.8%	+$25.6K	1.33%	17
2026 Q2	$3.23M	Buy	52,624 +1,099	+2%	+$65.2K	1.36%	18
2026 Q1	$2.86M	Buy	51,525 +1,982	+4%	+$115K	1.56%	15
2025 Q4	$2.92M	Sell	49,543 -50	-0.1%	-$2.9K	1.5%	16
2025 Q3	$2.85M	Buy	49,593 +772	+2%	+$42.9K	1.58%	15
2025 Q2	$2.67M	Buy	48,821 +7,794	+19%	+$402K	1.63%	15
2025 Q1	$2.12M	Buy	41,027 +9,276	+29%	+$517K	1.6%	15
2024 Q4	$1.79M	Buy	+31,751	New	+$1.78M	1.2%	19

Other funds holding JEPQ

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Ring Mountain Capital's JEPQ Position: Q3 2026 in Review

Ring Mountain Capital increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.82% in Q3 2026, buying an estimated $25.6K and bringing the position to 53,053 shares worth $3.25M. The position accounts for 1.33% of the portfolio, ranked #17.

Ring Mountain Capital first reported a position in JEPQ in Q4 2024 and has held it in 8 quarters since. 508 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Ring Mountain Capital held 53,053 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $3.25M as of Q3 2026.
Ring Mountain Capital bought 429 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $25.6K.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.33% of Ring Mountain Capital's portfolio in Q3 2026, its #17 holding.
Ring Mountain Capital first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.