Belpointe Asset Management’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 | $5.36M | Buy |
98,599
+15,023
| +18% | +$817K | 0.22% | 78 |
|
|
2025
Q1 | $4.33M | Buy |
83,576
+33,391
| +67% | +$1.73M | 0.23% | 85 |
|
|
2024
Q4 | $2.71M | Sell |
50,185
-210
| -0.4% | -$11.4K | 0.16% | 127 |
|
|
2024
Q3 | $2.77M | Buy |
50,395
+1,561
| +3% | +$85.7K | 0.17% | 123 |
|
|
2024
Q2 | $2.71M | Buy |
48,834
+24,100
| +97% | +$1.34M | 0.19% | 103 |
|
|
2024
Q1 | $1.34M | Buy |
+24,734
| New | +$1.34M | 0.1% | 199 |
|
|
2023
Q2 | – | Sell |
-710
| Closed | -$32K | – | 2005 |
|
|
2023
Q1 | $32K | Buy |
710
+635
| +847% | +$28.6K | ﹤0.01% | 2013 |
|
|
2022
Q4 | $3.06K | Buy |
+75
| New | +$3.06K | ﹤0.01% | 3108 |
|