Beta Wealth Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Beta Wealth Group’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 Q1	–	Sell
2024 Q4	$7.98M	Buy
2024 Q3	$7.77M	Buy
2024 Q2	$7.29M	Sell
2024 Q1	$7.18M	Sell
2023 Q4	$8.14M	Buy
2023 Q3	$4.73M	Buy
2023 Q2	$2.98M	Sell
2023 Q1	$2.84M	Buy
2022 Q4	$550K	Buy