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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17M Buy
305,895
+29,571
+11% +$1.71M 0.02% 499
2025
Q4
$16.1M Buy
276,324
+217,708
+371% +$12.6M 0.02% 475
2025
Q3
$3.37M Buy
58,616
+20,175
+52% +$1.12M 0.01% 1046
2025
Q2
$2.09M Buy
38,441
+20,946
+120% +$1.08M ﹤0.01% 1199
2025
Q1
$906K Buy
17,495
+13,214
+309% +$736K ﹤0.01% 1472
2024
Q4
$239K Sell
4,281
-1,636
-28% -$91.8K ﹤0.01% 2157
2024
Q3
$325K Sell
5,917
-5,741
-49% -$308K ﹤0.01% 2004
2024
Q2
$647K Buy
+11,658
New +$627K ﹤0.01% 1416

Other funds holding JEPQ