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Marshall & Sterling Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.6M Sell
29,528
-2,644
-8% -$144K 1.09% 24
2025
Q1 		$1.67M Buy
32,172
+403
+1% +$20.9K 1.13% 26
2024
Q4 		$1.79M Buy
+31,769
New +$1.79M 1.24% 21