Balboa Wealth Partners’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 | $444K | Buy |
8,159
+9
| +0.1% | +$490 | 0.09% | 176 |
|
|
2025
Q1 | $422K | Buy |
8,150
+511
| +7% | +$26.5K | 0.1% | 146 |
|
|
2024
Q4 | $431K | Sell |
7,639
-17,801
| -70% | -$1M | 0.1% | 157 |
|
|
2024
Q3 | $1.4M | Sell |
25,440
-4,448
| -15% | -$244K | 0.35% | 54 |
|
|
2024
Q2 | $1.66M | Buy |
29,888
+6,497
| +28% | +$361K | 0.44% | 41 |
|
|
2024
Q1 | $1.27M | Buy |
23,391
+13,211
| +130% | +$717K | 0.37% | 47 |
|
|
2023
Q4 | $508K | Buy |
10,180
+3,628
| +55% | +$181K | 0.17% | 112 |
|
|
2023
Q3 | $307K | Buy |
+6,552
| New | +$307K | 0.12% | 148 |
|