Axxcess Wealth Management’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 | $4.1M | Buy |
75,404
+13,084
| +21% | +$712K | 0.1% | 169 |
|
|
2025
Q1 | $3.23M | Sell |
62,320
-1,091
| -2% | -$56.5K | 0.09% | 185 |
|
|
2024
Q4 | $3.58M | Buy |
63,411
+18,917
| +43% | +$1.07M | 0.09% | 170 |
|
|
2024
Q3 | $2.44M | Sell |
44,494
-7,395
| -14% | -$406K | 0.06% | 230 |
|
|
2024
Q2 | $2.88M | Buy |
51,889
+612
| +1% | +$34K | 0.08% | 195 |
|
|
2024
Q1 | $2.78M | Buy |
51,277
+5,039
| +11% | +$273K | 0.08% | 199 |
|
|
2023
Q4 | $2.31M | Buy |
46,238
+33,912
| +275% | +$1.69M | 0.07% | 221 |
|
|
2023
Q3 | $578K | Buy |
+12,326
| New | +$578K | 0.02% | 438 |
|