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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.44M Sell
2025
Q2
$8.42M Sell
2025
Q1
$11.7M Buy
2024
Q4
$12.5M Buy
2024
Q3
$11.5M Buy
2024
Q2
$11M Buy
2024
Q1
$6.05M Buy
2023
Q4
$4.45M Buy
2023
Q3
$3.29M Buy
2023
Q2
$2.45M Buy
2023
Q1
$2.02M Sell
2022
Q4
$1.92M Buy
2022
Q3
$1.77M Buy