TWM
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TCFG Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$876K Buy
+16,100
New +$876K 0.4% 70
2025
Q1
Sell
-63,816
Closed -$3.6M 243
2024
Q4
$3.6M Buy
63,816
+13,125
+26% +$740K 1.81% 8
2024
Q3
$2.78M Buy
+50,691
New +$2.78M 1.4% 12