Ameritas Advisory Services’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 | $2.28M | Sell |
41,928
-47,995
| -53% | -$2.61M | 0.12% | 171 |
|
2025
Q1 | $4.71M | Sell |
89,923
-12,330
| -12% | -$646K | 0.19% | 120 |
|
2024
Q4 | $5.77M | Buy |
102,253
+45,700
| +81% | +$2.58M | 0.2% | 103 |
|
2024
Q3 | $3.11M | Sell |
56,553
-35,626
| -39% | -$1.96M | 0.13% | 161 |
|
2024
Q2 | $5.12M | Buy |
92,179
+18,014
| +24% | +$1,000K | 0.19% | 107 |
|
2024
Q1 | $3.93M | Buy |
74,165
+59,090
| +392% | +$3.13M | 0.16% | 124 |
|
2023
Q4 | $760K | Sell |
15,075
-42,336
| -74% | -$2.13M | 0.04% | 345 |
|
2023
Q3 | $2.7M | Buy |
57,411
+24,061
| +72% | +$1.13M | 0.13% | 157 |
|
2023
Q2 | $1.6M | Sell |
33,350
-7,849
| -19% | -$376K | 0.21% | 108 |
|
2023
Q1 | $1.86M | Buy |
41,199
+8,609
| +26% | +$388K | 0.09% | 206 |
|
2022
Q4 | $1.33M | Buy |
+32,590
| New | +$1.33M | 0.06% | 281 |
|