Clearstead Advisors’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 | $1.93M | Sell |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $1.29M | Buy |
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