Aurora Private Wealth’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
Q1 | – | Sell |
-3,930
| Closed | -$222K | – | 161 |
|
2024
Q4 | $222K | Buy |
3,930
+30
| +0.8% | +$1.7K | 0.17% | 137 |
|
2024
Q3 | $214K | Sell |
3,900
-1,356
| -26% | -$74.4K | 0.17% | 142 |
|
2024
Q2 | $292K | Buy |
5,256
+189
| +4% | +$10.5K | 0.26% | 101 |
|
2024
Q1 | $273K | Buy |
5,067
+108
| +2% | +$5.82K | 0.24% | 112 |
|
2023
Q4 | $248K | Buy |
+4,959
| New | +$248K | 0.23% | 119 |
|