Atria Wealth Solutions’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 | $18.1M | Sell |
332,834
-275,325
| -45% | -$14.9M | 0.41% | 46 |
|
|
2025
Q1 | $31.5M | Buy |
608,159
+128,145
| +27% | +$6.64M | 0.38% | 48 |
|
|
2024
Q4 | $27.1M | Buy |
480,014
+58,470
| +14% | +$3.31M | 0.3% | 67 |
|
|
2024
Q3 | $23.2M | Buy |
421,544
+68,057
| +19% | +$3.74M | 0.25% | 86 |
|
|
2024
Q2 | $19.6M | Buy |
353,487
+28,132
| +9% | +$1.56M | 0.22% | 96 |
|
|
2024
Q1 | $17.6M | Buy |
325,355
+67,013
| +26% | +$3.63M | 0.2% | 108 |
|
|
2023
Q4 | $12.9M | Buy |
258,342
+49,021
| +23% | +$2.45M | 0.16% | 136 |
|
|
2023
Q3 | $9.82M | Buy |
209,321
+103,298
| +97% | +$4.85M | 0.14% | 162 |
|
|
2023
Q2 | $5.13M | Buy |
106,023
+34,565
| +48% | +$1.67M | 0.07% | 278 |
|
|
2023
Q1 | $3.22M | Buy |
71,458
+35,989
| +101% | +$1.62M | 0.05% | 390 |
|
|
2022
Q4 | $1.46M | Buy |
+35,469
| New | +$1.46M | 0.02% | 611 |
|