Cary Street Partners Investment Advisory’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
Q2 | $318K | Hold |
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2025
Q1 | $303K | Hold |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $8.94M | Buy |
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|
2023
Q3 | $6.06M | Buy |
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|
2023
Q2 | $5.06M | Buy |
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|
2023
Q1 | $3.61M | Buy |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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