BFSG LLC’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 | $181K | Buy |
3,329
+42
| +1% | +$2.29K | 0.02% | 267 |
|
2025
Q1 | $170K | Buy |
3,287
+90
| +3% | +$4.66K | 0.02% | 254 |
|
2024
Q4 | $180K | Sell |
3,197
-973
| -23% | -$54.9K | 0.02% | 249 |
|
2024
Q3 | $229K | Sell |
4,170
-90
| -2% | -$4.94K | 0.03% | 236 |
|
2024
Q2 | $236K | Buy |
4,260
+460
| +12% | +$25.5K | 0.03% | 213 |
|
2024
Q1 | $206K | Buy |
3,800
+600
| +19% | +$32.5K | 0.03% | 235 |
|
2023
Q4 | $160K | Buy |
+3,200
| New | +$160K | 0.02% | 263 |
|