B. Riley Wealth Advisors’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 | $875K | Buy |
+16,094
| New | +$875K | 0.04% | 373 |
|
|
2024
Q4 | $10.3M | Sell |
181,891
-49,915
| -22% | -$2.84M | 0.34% | 61 |
|
|
2024
Q3 | $12.6M | Buy |
231,806
+17,704
| +8% | +$962K | 0.35% | 57 |
|
|
2024
Q2 | $11.9M | Buy |
214,102
+206,738
| +2,807% | +$11.5M | 0.3% | 65 |
|
|
2024
Q1 | $346K | Sell |
7,364
-65,340
| -90% | -$3.07M | 0.01% | 975 |
|
|
2023
Q4 | $3.63M | Buy |
72,704
+65,340
| +887% | +$3.26M | 0.1% | 220 |
|
|
2023
Q3 | $346K | Buy |
7,364
+1,072
| +17% | +$50.3K | 0.01% | 975 |
|
|
2023
Q2 | $304K | Buy |
+6,292
| New | +$304K | 0.01% | 1114 |
|