Forum Financial Management’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	$255K	Buy	4,680 +209	+5%	+$11.4K	﹤0.01%	766
2025 Q1	$232K	Buy	4,471 +454	+11%	+$23.5K	﹤0.01%	742
2024 Q4	$226K	Hold	4,017	–	–	﹤0.01%	778
2024 Q3	$221K	Buy	+4,017	New	+$221K	﹤0.01%	670