Corient Private Wealth’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
$640K Buy
11,761
+2,646
+29% +$144K ﹤0.01% 1662
2025
Q1
$472K Buy
9,115
+1,851
+25% +$95.8K ﹤0.01% 1622
2024
Q4
$410K Buy
+7,264
New +$410K ﹤0.01% 1721