NFP Retirement Inc’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Buy
11,370
+2,328
+26% +$127K 0.04% 174
2025
Q1
$468K Buy
9,042
+743
+9% +$38.5K 0.04% 187
2024
Q4
$468K Buy
8,299
+1,135
+16% +$64K 0.04% 195
2024
Q3
$394K Buy
7,164
+479
+7% +$26.3K 0.03% 211
2024
Q2
$371K Buy
6,685
+2,660
+66% +$148K 0.03% 209
2024
Q1
$218K Buy
+4,025
New +$218K 0.02% 260