Vishria Bird Financial Group’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
Q1
Sell
-5,410
Closed -$305K 84
2024
Q4
$305K Buy
5,410
+66
+1% +$3.72K 0.11% 68
2024
Q3
$294K Buy
+5,344
New +$294K 0.11% 71