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Advisor OS’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Advisor OS’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
-3,608
Closed -$200K – 415
2024
Q2 		$200K Sell
3,608
-627
-15% -$34.8K 0.02% 377
2024
Q1 		$230K Buy
+4,235
New +$230K 0.03% 353