Investment Planning Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Investment Planning Advisors’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.24M	Sell
2025 Q2	$1.38M	Sell
2025 Q1	$1.78M	Buy
2024 Q4	$1.92M	Buy
2024 Q3	$1.85M	Hold
2024 Q2	$1.85M	Buy