Johnson & White 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
$902K Buy
16,578
+114
+0.7% +$6.2K 0.45% 48
2025
Q1
$853K Buy
16,464
+9,249
+128% +$479K 0.48% 52
2024
Q4
$406K Buy
7,215
+1,834
+34% +$103K 0.25% 66
2024
Q3
$296K Sell
5,381
-11
-0.2% -$605 0.25% 45
2024
Q2
$299K Buy
+5,392
New +$299K 0.29% 43