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Congress Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Congress Wealth Management’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 		$1.87M Buy
34,441
+2,902
+9% +$158K 0.02% 566
2025
Q1 		$1.66M Buy
+31,539
New +$1.66M 0.02% 529