Kingswood Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Kingswood Wealth Advisors’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.34M	Buy
2025 Q2	$4.81M	Sell
2025 Q1	$4.63M	Buy
2024 Q4	$4.23M	Buy
2024 Q3	$3.43M	Buy
2024 Q2	$2.55M	Buy
2024 Q1	$2.07M	Sell
2023 Q4	$1.96M	Buy
2023 Q3	$1.53M	Buy
2023 Q2	$487K	Buy