Coordinated Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$958K Buy
17,617
+1,328
+8% +$72.2K 0.66% 49
2025
Q1
$843K Buy
16,289
+1,960
+14% +$101K 0.65% 46
2024
Q4
$808K Buy
+14,329
New +$808K 0.63% 46
2024
Q2
$349K Buy
6,287
+1,621
+35% +$90K 0.3% 88
2024
Q1
$253K Buy
+4,666
New +$253K 0.22% 106