Balboa Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Sell
2025
Q2
$444K Buy
2025
Q1
$422K Buy
2024
Q4
$431K Sell
2024
Q3
$1.4M Sell
2024
Q2
$1.66M Buy
2024
Q1
$1.27M Buy
2023
Q4
$508K Buy
2023
Q3
$307K Buy