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Retirement Planning Group (New York)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Retirement Planning Group (New York)’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 		$581K Buy
10,683
+5,506
+106% +$300K 0.51% 37
2025
Q1 		$268K Buy
5,177
+67
+1% +$3.47K 0.27% 60
2024
Q4 		$288K Buy
+5,110
New +$288K 0.32% 50