CIA
Concurrent Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
73,713
+31,238
| +74% | +$1.7M | 0.08% | 263 |
|
|
2025
Q1 | $2.2M | Buy |
42,475
+19,270
| +83% | +$998K | 0.05% | 344 |
|
|
2024
Q4 | $1.31M | Buy |
23,205
+10,577
| +84% | +$596K | 0.04% | 421 |
|
|
2024
Q3 | $694K | Sell |
12,628
-10,754
| -46% | -$591K | 0.02% | 543 |
|
|
2024
Q2 | $1.3M | Buy |
23,382
+6,377
| +38% | +$354K | 0.04% | 371 |
|
|
2024
Q1 | $922K | Buy |
+17,005
| New | +$922K | 0.04% | 383 |
|