Baron Silver Stevens Financial Advisors’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
Q2
Sell
2025
Q1
$534K Hold
2024
Q4
$581K Buy
2024
Q3
$370K Hold
2024
Q2
$373K Buy
2024
Q1
$308K Sell
2023
Q4
$392K Buy