Bridgewealth Advisory Group’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 | $1.89M | Buy |
34,730
+27,333
| +370% | +$1.49M | 0.48% | 34 |
|
2025
Q1 | $383K | Sell |
7,397
-24,238
| -77% | -$1.26M | 0.5% | 41 |
|
2024
Q4 | $1.84M | Buy |
31,635
+2,023
| +7% | +$118K | 0.52% | 35 |
|
2024
Q3 | $1.63M | Buy |
29,612
+4,448
| +18% | +$244K | 0.59% | 34 |
|
2024
Q2 | $1.4M | Buy |
25,164
+6,990
| +38% | +$388K | 0.62% | 31 |
|
2024
Q1 | $986K | Buy |
18,174
+11,847
| +187% | +$643K | 0.48% | 34 |
|
2023
Q4 | $316K | Buy |
+6,327
| New | +$316K | 0.24% | 52 |
|