Confluence Wealth Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Confluence Wealth Services’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	$1.7M	Buy
2025 Q1	$1.47M	Buy
2024 Q4	$1.15M	Buy
2024 Q3	$832K	Buy
2024 Q2	$489K	Buy
2024 Q1	$421K	Buy