BWM
Birchcreek Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
6,570
+20
| +0.3% | +$1.09K | 0.2% | 80 |
|
|
2025
Q1 | $339K | Sell |
6,550
-1,384
| -17% | -$71.7K | 0.21% | 86 |
|
|
2024
Q4 | $447K | Hold |
7,934
| – | – | 0.28% | 72 |
|
|
2024
Q3 | $436K | Hold |
7,934
| – | – | 0.29% | 71 |
|
|
2024
Q2 | $440K | Hold |
7,934
| – | – | 0.25% | 84 |
|
|
2024
Q1 | $430K | Hold |
7,934
| – | – | 0.23% | 93 |
|
|
2023
Q4 | $396K | Hold |
7,934
| – | – | 0.24% | 90 |
|
|
2023
Q3 | $372K | Hold |
7,934
| – | – | 0.25% | 91 |
|
|
2023
Q2 | $384K | Buy |
+7,934
| New | +$384K | 0.27% | 89 |
|