IFWM
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Institute for Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Institute for Wealth Management’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.6M Buy
29,328
+18,826
+179% +$1.02M 0.18% 119
2025
Q1 		$544K Buy
10,502
+234
+2% +$12.1K 0.07% 277
2024
Q4 		$579K Buy
+10,268
New +$579K 0.07% 261