Navis Wealth Advisors’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
$297K Sell
2025
Q2
$404K Sell
2025
Q1
$855K Buy
2024
Q4
$314K Hold
2024
Q3
$306K Sell
2024
Q2
$365K Hold
2024
Q1
$356K Buy