Wealthspire Advisors (New York)’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	$238K	Sell	4,374 -56,721	-93%	-$3.09M	﹤0.01%	734
2025 Q1	$3.16M	Buy	61,095 +491	+0.8%	+$25.4K	0.02%	202
2024 Q4	$3.42M	Sell	60,604 -3,498	-5%	-$197K	0.03%	180
2024 Q3	$3.52M	Sell	64,102 -4,307	-6%	-$237K	0.04%	171
2024 Q2	$3.8M	Buy	+68,409	New	+$3.8M	0.05%	136