Baron Silver Stevens Financial 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 | – | Sell |
-10,313
| Closed | -$534K | – | 145 |
|
|
2025
Q1 | $534K | Hold |
10,313
| – | – | 0.09% | 69 |
|
|
2024
Q4 | $581K | Buy |
10,313
+3,584
| +53% | +$202K | 0.1% | 68 |
|
|
2024
Q3 | $370K | Hold |
6,729
| – | – | 0.06% | 78 |
|
|
2024
Q2 | $373K | Buy |
6,729
+1,044
| +18% | +$57.9K | 0.07% | 79 |
|
|
2024
Q1 | $308K | Sell |
5,685
-2,159
| -28% | -$117K | 0.06% | 90 |
|
|
2023
Q4 | $392K | Buy |
+7,844
| New | +$392K | 0.08% | 71 |
|