Redwood Wealth Management Group’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
$250K Buy
4,600
+500
+12% +$27.2K 0.11% 155
2025
Q1
$212K Hold
4,100
0.11% 151
2024
Q4
$231K Buy
+4,100
New +$231K 0.11% 146
2024
Q3
Sell
-3,500
Closed -$194K 638
2024
Q2
$194K Buy
+3,500
New +$194K 0.15% 119