AFT Forsyth & Company’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 | $889K | Buy |
16,336
+3,568
| +28% | +$194K | 0.46% | 47 |
|
|
2025
Q1 | $661K | Buy |
12,768
+1,610
| +14% | +$83.4K | 0.36% | 64 |
|
|
2024
Q4 | $629K | Buy |
11,158
+1,245
| +13% | +$70.2K | 0.31% | 71 |
|
|
2024
Q3 | $545K | Buy |
9,913
+2,383
| +32% | +$131K | 0.27% | 77 |
|
|
2024
Q2 | $418K | Buy |
7,530
+2,057
| +38% | +$114K | 0.2% | 96 |
|
|
2024
Q1 | $297K | Buy |
+5,473
| New | +$297K | 0.17% | 114 |
|