AAS
Avantax Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56M | Buy |
1,029,437
+60,193
| +6% | +$3.27M | 0.31% | 46 |
|
|
2025
Q1 | $50.2M | Buy |
969,244
+825,516
| +574% | +$42.7M | 0.3% | 43 |
|
|
2024
Q4 | $8.1M | Buy |
143,728
+16,336
| +13% | +$921K | 0.05% | 273 |
|
|
2024
Q3 | $7M | Buy |
127,392
+27,375
| +27% | +$1.5M | 0.05% | 313 |
|
|
2024
Q2 | $5.55M | Buy |
100,017
+11,175
| +13% | +$620K | 0.04% | 340 |
|
|
2024
Q1 | $4.82M | Buy |
88,842
+75,794
| +581% | +$4.11M | 0.04% | 312 |
|
|
2023
Q4 | $651K | Buy |
+13,048
| New | +$651K | 0.01% | 877 |
|
|
2022
Q4 | – | Sell |
-8,318
| Closed | -$346K | – | 1439 |
|
|
2022
Q3 | $346K | Buy |
+8,318
| New | +$346K | 0.01% | 932 |
|