Annex 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 | $825K | Sell |
15,174
-1
| -0% | -$54 | 0.02% | 175 |
|
|
2025
Q1 | $786K | Buy |
15,175
+23
| +0.2% | +$1.19K | 0.02% | 182 |
|
|
2024
Q4 | $854K | Buy |
15,152
+3,410
| +29% | +$192K | 0.03% | 177 |
|
|
2024
Q3 | $645K | Hold |
11,742
| – | – | 0.02% | 171 |
|
|
2024
Q2 | $652K | Buy |
11,742
+1,349
| +13% | +$74.9K | 0.02% | 160 |
|
|
2024
Q1 | $564K | Hold |
10,393
| – | – | 0.02% | 168 |
|
|
2023
Q4 | $519K | Buy |
+10,393
| New | +$519K | 0.02% | 167 |
|