Investment Planning Advisors’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	$1.38M	Sell	25,409 -8,873	-26%	-$483K	0.49%	23
2025 Q1	$1.78M	Buy	34,282 +239	+0.7%	+$12.4K	0.72%	20
2024 Q4	$1.92M	Buy	34,043 +625	+2%	+$35.2K	0.84%	24
2024 Q3	$1.85M	Hold	33,418	–	–	0.95%	24
2024 Q2	$1.85M	Buy	+33,418	New	+$1.85M	0.95%	24