Cerity Partners’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 | $2.09M | Buy |
38,441
+20,946
| +120% | +$1.14M | ﹤0.01% | 1198 |
|
2025
Q1 | $906K | Buy |
17,495
+13,214
| +309% | +$684K | ﹤0.01% | 1467 |
|
2024
Q4 | $239K | Sell |
4,281
-1,636
| -28% | -$91.3K | ﹤0.01% | 2157 |
|
2024
Q3 | $325K | Sell |
5,917
-5,741
| -49% | -$315K | ﹤0.01% | 2004 |
|
2024
Q2 | $647K | Buy |
+11,658
| New | +$647K | ﹤0.01% | 1414 |
|