CAPTRUST Financial Advisors
JEPQ icon

CAPTRUST Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

CAPTRUST Financial Advisors’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$636K Buy
11,700
+2,847
+32% +$155K ﹤0.01% 1591
2025
Q1 		$458K Buy
8,853
+2,261
+34% +$117K ﹤0.01% 1690
2024
Q4 		$372K Buy
+6,592
New +$372K ﹤0.01% 1779