Creative Planning’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 | $4.71M | Sell |
86,540
-17,119
| -17% | -$931K | ﹤0.01% | 787 |
|
|
2025
Q1 | $5.37M | Buy |
103,659
+58,976
| +132% | +$3.05M | 0.01% | 677 |
|
|
2024
Q4 | $2.52M | Buy |
44,683
+21,075
| +89% | +$1.19M | ﹤0.01% | 993 |
|
|
2024
Q3 | $1.3M | Buy |
23,608
+2,966
| +14% | +$163K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $1.15M | Buy |
20,642
+15,078
| +271% | +$837K | ﹤0.01% | 1304 |
|
|
2024
Q1 | $302K | Sell |
5,564
-835
| -13% | -$45.3K | ﹤0.01% | 2237 |
|
|
2023
Q4 | $319K | Buy |
6,399
+5,821
| +1,007% | +$291K | ﹤0.01% | 2040 |
|
|
2023
Q3 | $27.1K | Buy |
+578
| New | +$27.1K | ﹤0.01% | 2534 |
|