Avaii Wealth Management’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 |
-18,225
| Closed | -$1.03M | – | 134 |
|
|
2024
Q4 | $1.03M | Buy |
18,225
+2,717
| +18% | +$153K | 0.51% | 28 |
|
|
2024
Q3 | $852K | Buy |
+15,508
| New | +$852K | 0.43% | 31 |
|
|
2023
Q2 | – | Sell |
-8,259
| Closed | -$372K | – | 143 |
|
|
2023
Q1 | $372K | Sell |
8,259
-419
| -5% | -$18.9K | 0.32% | 73 |
|
|
2022
Q4 | $354K | Buy |
+8,678
| New | +$354K | 0.32% | 77 |
|