Appleton Partners’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	$329K	Buy	6,040 +1,325	+28%	+$72.2K	0.02%	216
2025 Q1	$244K	Buy	4,715 +600	+15%	+$31.1K	0.02%	225
2024 Q4	$232K	Buy	+4,115	New	+$232K	0.02%	237
2024 Q3	–	Sell	-3,615	Closed	-$201K	–	257
2024 Q2	$201K	Buy	+3,615	New	+$201K	0.02%	255