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Key Client Fiduciary Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$449K Buy
8,250
+18
+0.2% +$979 0.18% 117
2025
Q1
$426K Buy
8,232
+2,843
+53% +$147K 0.19% 113
2024
Q4
$304K Buy
+5,389
New +$304K 0.13% 147