Focus Partners 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
$20.8M Buy
382,228
+78,377
+26% +$4.26M 0.05% 350
2025
Q1
$15.7M Buy
303,851
+29,676
+11% +$1.54M 0.04% 383
2024
Q4
$15.5M Buy
274,175
+141,816
+107% +$8.02M 0.04% 367
2024
Q3
$7.27M Sell
132,359
-66,756
-34% -$3.67M 0.02% 470
2024
Q2
$11.1M Buy
+199,115
New +$11.1M 0.04% 365