Guardian Wealth Advisors (North Carolina)’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
$554K Hold
10,189
0.04% 188
2025
Q1
$528K Hold
10,189
0.04% 180
2024
Q4
$574K Buy
10,189
+900
+10% +$50.7K 0.05% 175
2024
Q3
$510K Hold
9,289
0.05% 160
2024
Q2
$516K Hold
9,289
0.06% 150
2024
Q1
$504K Buy
+9,289
New +$504K 0.06% 153