Beacon Financial Planning’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	$1.34M	Sell	24,621 -793	-3%	-$43.1K	0.75%	23
2025 Q1	$1.32M	Buy	25,414 +10,358	+69%	+$536K	0.76%	24
2024 Q4	$849K	Buy	15,056 +8,795	+140%	+$496K	0.49%	30
2024 Q3	$344K	Buy	+6,261	New	+$344K	0.21%	36