4WM
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49 Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

49 Wealth Management’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,478
Closed -$689K – 189
2024
Q2 		$689K Sell
12,478
-6,062
-33% -$335K 0.14% 64
2024
Q1 		$1,000K Buy
18,540
+83
+0.4% +$4.48K 0.21% 38
2023
Q4 		$922K Buy
+18,457
New +$922K 0.24% 36