CIBC Private Wealth Group’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 | $169K | Buy |
3,115
+1,473
| +90% | +$80.1K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $75.3K | Sell |
1,642
-3,063
| -65% | -$141K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $267K | Buy |
4,705
+1,589
| +51% | +$90.3K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $171K | Buy |
3,116
+190
| +6% | +$10.4K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $164K | Sell |
2,926
-1
| -0% | -$56 | ﹤0.01% | 1201 |
|
|
2024
Q1 | $158K | Sell |
2,927
-3,015
| -51% | -$163K | ﹤0.01% | 1215 |
|
|
2023
Q4 | $297K | Buy |
+5,942
| New | +$297K | ﹤0.01% | 937 |
|