Wealth Management Partners’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
$802K Buy
14,840
+10,519
+243% +$568K 0.28% 72
2025
Q1
$224K Buy
+4,321
New +$224K 0.1% 109
2024
Q3
Sell
-3,955
Closed -$219K 116
2024
Q2
$219K Buy
3,955
+4
+0.1% +$222 0.11% 102
2024
Q1
$214K Buy
+3,951
New +$214K 0.11% 111