Ehrlich Financial Group’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
$727K Buy
13,372
+4,587
+52% +$250K 0.47% 52
2025
Q1
$455K Buy
8,785
+139
+2% +$7.2K 0.33% 62
2024
Q4
$487K Buy
8,646
+151
+2% +$8.51K 0.35% 57
2024
Q3
$467K Buy
+8,495
New +$467K 0.33% 57