Clarity Wealth Advisors’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 | $2.12M | Buy |
38,912
+3,727
| +11% | +$203K | 0.52% | 35 |
|
|
2025
Q1 | $1.82M | Buy |
35,185
+1,149
| +3% | +$59.5K | 0.51% | 35 |
|
|
2024
Q4 | $1.92M | Buy |
34,036
+772
| +2% | +$43.5K | 0.52% | 35 |
|
|
2024
Q3 | $1.83M | Buy |
33,264
+1,718
| +5% | +$94.4K | 0.53% | 35 |
|
|
2024
Q2 | $1.75M | Buy |
31,546
+948
| +3% | +$52.6K | 0.57% | 35 |
|
|
2024
Q1 | $1.66M | Buy |
30,598
+3,359
| +12% | +$182K | 0.56% | 36 |
|
|
2023
Q4 | $1.36M | Buy |
27,239
+5,459
| +25% | +$273K | 0.51% | 36 |
|
|
2023
Q3 | $1.02M | Buy |
21,780
+10
| +0% | +$469 | 0.46% | 35 |
|
|
2023
Q2 | $1.05M | Buy |
21,770
+10,000
| +85% | +$484K | 0.47% | 35 |
|
|
2023
Q1 | $531K | Buy |
+11,770
| New | +$531K | 0.27% | 42 |
|