Caitlin John’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 | $261K | Buy |
4,790
+147
| +3% | +$8K | 0.24% | 108 |
|
2025
Q1 | $240K | Buy |
4,643
+1,514
| +48% | +$78.4K | 0.24% | 112 |
|
2024
Q4 | $176K | Buy |
3,129
+27
| +0.9% | +$1.52K | 0.12% | 127 |
|
2024
Q3 | $176K | Buy |
3,102
+48
| +2% | +$2.72K | 0.11% | 131 |
|
2024
Q2 | $169K | Buy |
3,054
+45
| +1% | +$2.5K | 0.12% | 123 |
|
2024
Q1 | $163K | Buy |
3,009
+116
| +4% | +$6.29K | 0.12% | 122 |
|
2023
Q4 | $146K | Buy |
+2,893
| New | +$146K | 0.12% | 124 |
|