Berger Financial Group’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	$213K	Sell	3,908 -535	-12%	-$29.1K	0.01%	396
2025 Q1	$230K	Buy	4,443 +103	+2%	+$5.33K	0.02%	381
2024 Q4	$245K	Buy	4,340 +500	+13%	+$28.2K	0.02%	359
2024 Q3	$211K	Buy	3,840 +49	+1%	+$2.69K	0.02%	376
2024 Q2	$210K	Buy	+3,791	New	+$210K	0.02%	350