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Cascade Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cascade Financial Partners’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 		$211K Hold
3,886
– – 0.03% 247
2025
Q1 		$201K Buy
3,886
+245
+7% +$12.7K 0.03% 239
2024
Q4 		$205K Hold
3,641
– – 0.03% 243
2024
Q3 		$202K Hold
3,641
– – 0.03% 236
2024
Q2 		$202K Buy
+3,641
New +$202K 0.03% 229