Allen Capital Group’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 | $397K | Buy |
7,291
+148
| +2% | +$8.05K | 0.04% | 200 |
|
2025
Q1 | $370K | Buy |
7,143
+3,383
| +90% | +$175K | 0.04% | 189 |
|
2024
Q4 | $212K | Buy |
+3,760
| New | +$212K | 0.03% | 213 |
|
2023
Q3 | – | Sell |
-10,622
| Closed | -$514K | – | 173 |
|
2023
Q2 | $514K | Buy |
10,622
+950
| +10% | +$46K | 0.09% | 118 |
|
2023
Q1 | $436K | Buy |
+9,672
| New | +$436K | 0.08% | 124 |
|