KWS
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Keystone Wealth Services’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
$762K Sell
13,999
-8,248
-37% -$449K 0.18% 122
2025
Q1
$1.15M Buy
22,247
+438
+2% +$22.7K 0.31% 75
2024
Q4
$1.23M Buy
21,809
+3,205
+17% +$181K 0.33% 75
2024
Q3
$1.02M Buy
+18,604
New +$1.02M 0.28% 84