Advisornet Financial’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 | $8.86M | Buy |
162,880
+96,815
| +147% | +$5.27M | 0.57% | 40 |
|
|
2025
Q1 | $3.42M | Buy |
66,065
+33,811
| +105% | +$1.75M | 0.25% | 84 |
|
|
2024
Q4 | $1.82M | Buy |
32,254
+7,142
| +28% | +$403K | 0.15% | 147 |
|
|
2024
Q3 | $1.38M | Buy |
25,112
+1,861
| +8% | +$102K | 0.1% | 188 |
|
|
2024
Q2 | $1.29M | Buy |
23,251
+2,963
| +15% | +$164K | 0.12% | 179 |
|
|
2024
Q1 | $1.1M | Buy |
20,288
+2,267
| +13% | +$123K | 0.11% | 193 |
|
|
2023
Q4 | $900K | Buy |
18,021
+5,274
| +41% | +$263K | 0.08% | 229 |
|
|
2023
Q3 | $598K | Buy |
12,747
+5,757
| +82% | +$270K | 0.05% | 276 |
|
|
2023
Q2 | $338K | Buy |
6,990
+3,011
| +76% | +$146K | 0.03% | 378 |
|
|
2023
Q1 | $179K | Buy |
3,979
+954
| +32% | +$43K | 0.02% | 487 |
|
|
2022
Q4 | $123K | Sell |
3,025
-893
| -23% | -$36.4K | 0.01% | 576 |
|
|
2022
Q3 | $163K | Buy |
+3,918
| New | +$163K | 0.02% | 544 |
|