Beam Wealth 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
$1.06M Buy
2025
Q1
$852K Sell
2024
Q4
$975K Buy
2024
Q3
$868K Buy
2024
Q2
$859K Buy
2024
Q1
$824K Buy
2023
Q4
$745K Sell
2023
Q3
$775K Buy
2023
Q2
$744K Buy
2023
Q1
$494K Buy