United Capital Financial 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
2024 Q3	–	Sell	-4,685	Closed	-$260K	–	1075
2024 Q2	$260K	Sell	4,685 -2,807	-37%	-$156K	﹤0.01%	893
2024 Q1	$406K	Buy	+7,492	New	+$406K	﹤0.01%	784
2022 Q4	–	Sell	-5,139	Closed	-$214K	–	1082
2022 Q3	$214K	Buy	+5,139	New	+$214K	﹤0.01%	1000