CVA Family Office’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 | $930K | Buy |
17,096
+614
| +4% | +$33.4K | 0.13% | 105 |
|
|
2025
Q1 | $853K | Buy |
16,482
+5,703
| +53% | +$295K | 0.13% | 109 |
|
|
2024
Q4 | $608K | Buy |
10,779
+255
| +2% | +$14.4K | 0.1% | 134 |
|
|
2024
Q3 | $578K | Buy |
10,524
+1,605
| +18% | +$88.2K | 0.09% | 134 |
|
|
2024
Q2 | $495K | Buy |
8,919
+3,380
| +61% | +$188K | 0.09% | 139 |
|
|
2024
Q1 | $300K | Buy |
5,539
+1,534
| +38% | +$83.2K | 0.05% | 191 |
|
|
2023
Q4 | $200K | Buy |
+4,005
| New | +$200K | 0.04% | 236 |
|
|
2023
Q3 | – | Sell |
-2,150
| Closed | -$104K | – | 606 |
|
|
2023
Q2 | $104K | Buy |
+2,150
| New | +$104K | 0.02% | 307 |
|