Beacon Financial Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Beacon Financial Advisory’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.1M	Buy
2025 Q1	$9.21M	Buy
2024 Q4	$9.75M	Buy
2024 Q3	$8.75M	Buy
2024 Q2	$8.19M	Buy
2024 Q1	$6.86M	Buy
2023 Q4	$4.29M	Buy
2023 Q3	$2.95M	Buy
2023 Q2	$1.5M	Buy
2023 Q1	$679K	Buy