Carson Wealth (CWM LLC)’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.7M | Buy |
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|
2025
Q2 | $38.4M | Sell |
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|
2025
Q1 | $37.4M | Buy |
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|
2024
Q4 | $38.9M | Buy |
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|
2024
Q3 | $33.5M | Buy |
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|
2024
Q2 | $19.5M | Buy |
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|
2024
Q1 | $15.8M | Buy |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $9.83M | Buy |
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|
2023
Q2 | $5.28M | Buy |
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|
2023
Q1 | $91K | Buy |
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|
2022
Q4 | $70K | Buy |
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