Consolidated Planning Corp’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 | $1.53M | Buy |
28,201
+342
| +1% | +$18.6K | 0.19% | 99 |
|
|
2025
Q1 | $1.44M | Sell |
27,859
-427
| -2% | -$22.1K | 0.2% | 91 |
|
|
2024
Q4 | $1.59M | Buy |
28,286
+245
| +0.9% | +$13.8K | 0.22% | 81 |
|
|
2024
Q3 | $1.54M | Sell |
28,041
-1,181
| -4% | -$64.9K | 0.23% | 79 |
|
|
2024
Q2 | $1.62M | Buy |
29,222
+1,475
| +5% | +$81.9K | 0.27% | 79 |
|
|
2024
Q1 | $1.5M | Buy |
27,747
+9,928
| +56% | +$538K | 0.26% | 79 |
|
|
2023
Q4 | $890K | Buy |
+17,819
| New | +$890K | 0.17% | 93 |
|