Arete Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
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2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $779K | Buy |
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|
2022
Q4 | $573M | Buy |
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|
2022
Q3 | $450K | Buy |
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