BlackDiamond Wealth 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 | $1.08M | Buy |
+20,148
| New | +$1.08M | 0.63% | 41 |
|
|
2025
Q1 | – | Sell |
-11,585
| Closed | -$653K | – | 170 |
|
|
2024
Q4 | $653K | Buy |
11,585
+3,974
| +52% | +$224K | 0.38% | 55 |
|
|
2024
Q3 | $431K | Sell |
7,611
-216
| -3% | -$12.2K | 0.26% | 88 |
|
|
2024
Q2 | $399K | Sell |
7,827
-644
| -8% | -$32.8K | 0.26% | 88 |
|
|
2024
Q1 | $459K | Buy |
8,471
+141
| +2% | +$7.65K | 0.33% | 77 |
|
|
2023
Q4 | $433K | Buy |
8,330
+429
| +5% | +$22.3K | 0.32% | 73 |
|
|
2023
Q3 | $363K | Buy |
+7,901
| New | +$363K | 0.33% | 75 |
|