MWM
JEPQ icon

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

Modera Wealth Management’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$428K Buy
7,860
+70
+0.9% +$3.81K 0.01% 474
2025
Q1 		$403K Buy
+7,790
New +$403K 0.01% 465