CWP
Cyndeo Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
6,120
+58
| +1% | +$3.16K | 0.02% | 368 |
|
|
2025
Q1 | $314K | Sell |
6,062
-1,993
| -25% | -$103K | 0.02% | 359 |
|
|
2024
Q4 | $454K | Buy |
8,055
+102
| +1% | +$5.75K | 0.03% | 308 |
|
|
2024
Q3 | $437K | Buy |
7,953
+1,010
| +15% | +$55.5K | 0.03% | 317 |
|
|
2024
Q2 | $385K | Buy |
+6,943
| New | +$385K | 0.03% | 302 |
|