Avidian Wealth Enterprises’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 | $2.17M | Buy |
39,837
+10,450
| +36% | +$568K | 0.09% | 124 |
|
|
2025
Q1 | $1.52M | Buy |
29,387
+9,511
| +48% | +$492K | 0.07% | 152 |
|
|
2024
Q4 | $1.12M | Buy |
19,876
+4,400
| +28% | +$248K | 0.05% | 171 |
|
|
2024
Q3 | $850K | Buy |
15,476
+7,503
| +94% | +$412K | 0.04% | 210 |
|
|
2024
Q2 | $442K | Buy |
+7,973
| New | +$442K | 0.02% | 304 |
|
|
2023
Q2 | – | Sell |
-6,559
| Closed | -$296K | – | 452 |
|
|
2023
Q1 | $296K | Buy |
+6,559
| New | +$296K | 0.02% | 383 |
|