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

Palacios 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 		$4.35M Sell
79,905
-12,381
-13% -$674K 3.57% 6
2025
Q1 		$4.78M Sell
92,286
-1,335
-1% -$69.1K 3.55% 4
2024
Q4 		$5.31M Buy
+93,621
New +$5.31M 5.73% 2