Montecito Bank & Trust’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
$420K Buy
2025
Q1
$442K Hold
2024
Q4
$481K Hold
2024
Q3
$469K Buy
2024
Q2
$382K Sell
2024
Q1
$482K Buy
2023
Q4
$440K Buy
2023
Q3
$378K Buy