Golden State 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
$652K Sell
11,977
-2,118
-15% -$115K 0.08% 190
2025
Q1
$730K Buy
14,095
+2,968
+27% +$154K 0.11% 153
2024
Q4
$627K Buy
+11,127
New +$627K 0.09% 171