Cahill Financial Advisors’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 | $1.05M | Buy |
19,348
+569
| +3% | +$31K | 0.13% | 114 |
|
|
2025
Q1 | $972K | Sell |
18,779
-4,146
| -18% | -$215K | 0.13% | 120 |
|
|
2024
Q4 | $1.29M | Buy |
22,925
+443
| +2% | +$25K | 0.18% | 96 |
|
|
2024
Q3 | $1.23M | Buy |
22,482
+981
| +5% | +$53.9K | 0.17% | 98 |
|
|
2024
Q2 | $1.19M | Buy |
21,501
+12,679
| +144% | +$704K | 0.16% | 108 |
|
|
2024
Q1 | $478K | Buy |
8,822
+4,581
| +108% | +$248K | 0.07% | 176 |
|
|
2023
Q4 | $212K | Buy |
+4,241
| New | +$212K | 0.03% | 232 |
|