Cascade Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Cascade Wealth Advisors’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 Q2	$432K	Sell
2025 Q1	$3.83M	Sell
2024 Q4	$4.87M	Buy
2024 Q3	$4.66M	Sell
2024 Q2	$4.61M	Buy
2024 Q1	$3.36M	Buy