Tiptree Advisors’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
Sell
-129,350
Closed -$6.7M 23
2025
Q1
$6.7M Buy
129,350
+40,000
+45% +$2.07M 5.54% 5
2024
Q4
$5.04M Buy
+89,350
New +$5.04M 5.22% 7