Capital Investment Advisory Services’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 | $4.27M | Buy |
78,486
+7,910
| +11% | +$430K | 0.35% | 68 |
|
|
2025
Q1 | $3.65M | Buy |
70,576
+21,527
| +44% | +$1.11M | 0.33% | 72 |
|
|
2024
Q4 | $2.77M | Buy |
49,049
+11,215
| +30% | +$632K | 0.27% | 79 |
|
|
2024
Q3 | $2.08M | Buy |
37,834
+5,695
| +18% | +$313K | 0.2% | 120 |
|
|
2024
Q2 | $1.78M | Buy |
32,139
+5,964
| +23% | +$331K | 0.18% | 119 |
|
|
2024
Q1 | $1.42M | Buy |
26,175
+1,816
| +7% | +$98.5K | 0.15% | 151 |
|
|
2023
Q4 | $1.22M | Buy |
24,359
+7,474
| +44% | +$373K | 0.11% | 164 |
|
|
2023
Q3 | $792K | Buy |
+16,885
| New | +$792K | 0.08% | 206 |
|