EP Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
2025
Q1
$1.77M Buy
2024
Q4
$1.51M Buy
2024
Q3
$1.23M Buy
2024
Q2
$555K Buy
2024
Q1
$342K Buy