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Smallwood Wealth Investment Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Smallwood Wealth Investment 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
Q1 		$700K Buy
13,514
+4,558
+51% +$236K 0.44% 35
2024
Q4 		$505K Buy
+8,956
New +$505K 0.34% 39