Ritholtz Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Ritholtz Wealth Management’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	$213K	Buy	+3,468	New	+$206K	﹤0.01%	1218
2026 Q1	–	Sell	-4,643	Closed	-$270K	–	1240
2025 Q4	$270K	Buy	+4,643	New	+$270K	﹤0.01%	943
2025 Q3	–	Sell	-11,576	Closed	-$630K	–	1082
2025 Q2	$630K	Buy	+11,576	New	+$597K	0.01%	580
2024 Q3	–	Sell	-5,802	Closed	-$322K	–	890
2024 Q2	$322K	Buy	+5,802	New	+$312K	0.01%	637

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

Ritholtz Wealth Management's JEPQ Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 3,468 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in JEPQ as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in JEPQ in Q2 2024 and has held it in 4 quarters since. The position peaked at $630K in Q2 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Ritholtz Wealth Management held 3,468 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $213K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Ritholtz Wealth Management position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1218 holding.
Ritholtz Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 4 quarters since.
Ritholtz Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $630K in Q2 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.