Carolinas Wealth Consulting’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 | – | Sell |
-3,595
| Closed | -$186K | – | 497 |
|
|
2025
Q1 | $186K | Hold |
3,595
| – | – | 0.04% | 182 |
|
|
2024
Q4 | $204K | Hold |
3,595
| – | – | 0.04% | 182 |
|
|
2024
Q3 | $197K | Buy |
3,595
+3,498
| +3,606% | +$192K | 0.04% | 182 |
|
|
2024
Q2 | $5.38K | Hold |
97
| – | – | ﹤0.01% | 643 |
|
|
2024
Q1 | $5.26K | Buy |
+97
| New | +$5.26K | ﹤0.01% | 641 |
|