Capstone Wealth Management Group (Oregon)’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
$2.68M Sell
49,194
-6,091
-11% -$331K 1.95% 14
2025
Q1
$2.86M Sell
55,285
-811
-1% -$42K 2.29% 13
2024
Q4
$3.16M Buy
+56,096
New +$3.16M 2.4% 13