Advance Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$963K Sell
2025
Q2
$933K Buy
2025
Q1
$719K Buy
2024
Q4
$719K Sell
2024
Q3
$10.2M Sell
2024
Q2
$22.9M Buy
2024
Q1
$466K Buy
2023
Q4
$359K Buy
2023
Q3
$303K Buy