Beam 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 | $1.06M | Buy |
19,524
+3,062
| +19% | +$167K | 0.32% | 65 |
|
|
2025
Q1 | $852K | Sell |
16,462
-832
| -5% | -$43.1K | 0.29% | 71 |
|
|
2024
Q4 | $975K | Buy |
17,294
+1,493
| +9% | +$84.2K | 0.31% | 67 |
|
|
2024
Q3 | $868K | Buy |
15,801
+322
| +2% | +$17.7K | 0.26% | 68 |
|
|
2024
Q2 | $859K | Buy |
15,479
+292
| +2% | +$16.2K | 0.29% | 63 |
|
|
2024
Q1 | $824K | Buy |
15,187
+257
| +2% | +$13.9K | 0.49% | 44 |
|
|
2023
Q4 | $745K | Sell |
14,930
-1,576
| -10% | -$78.7K | 0.47% | 44 |
|
|
2023
Q3 | $775K | Buy |
16,506
+1,131
| +7% | +$53.1K | 0.55% | 42 |
|
|
2023
Q2 | $744K | Buy |
15,375
+4,413
| +40% | +$213K | 0.52% | 38 |
|
|
2023
Q1 | $494K | Buy |
+10,962
| New | +$494K | 0.5% | 52 |
|