FSB Premier Wealth 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
$651K Sell
11,971
-809
-6% -$44K 0.23% 111
2025
Q1
$662K Buy
12,780
+455
+4% +$23.6K 0.26% 103
2024
Q4
$695K Buy
12,325
+8,534
+225% +$481K 0.28% 92
2024
Q3
$208K Sell
3,791
-312
-8% -$17.1K 0.09% 194
2024
Q2
$228K Buy
+4,103
New +$228K 0.1% 166