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