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Legacy Financial Strategies’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Legacy Financial Strategies’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$283K Sell
5,195
-270
-5% -$14.7K 0.06% 102
2025
Q1 		$283K Buy
5,465
+1,665
+44% +$86.2K 0.06% 95
2024
Q4 		$214K Buy
+3,800
New +$214K 0.05% 111