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

Beacon Financial Planning’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 Q3	$1.45M	Buy
2025 Q2	$1.34M	Sell
2025 Q1	$1.32M	Buy
2024 Q4	$849K	Buy
2024 Q3	$344K	Buy