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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.28M Buy
152,249
+17,817
+13% +$969K 7.05% 5
2025
Q1
$6.96M Sell
134,432
-20,972
-13% -$1.09M 6.56% 5
2024
Q4
$8.76M Buy
+155,404
New +$8.76M 7.78% 5