Daymark Wealth Partners’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 | $1.71M | Buy |
31,363
+3,624
| +13% | +$197K | 0.06% | 195 |
|
|
2025
Q1 | $1.44M | Buy |
27,739
+1,930
| +7% | +$99.9K | 0.06% | 200 |
|
|
2024
Q4 | $1.46M | Buy |
25,809
+392
| +2% | +$22.1K | 0.06% | 194 |
|
|
2024
Q3 | $1.4M | Sell |
25,417
-1,918
| -7% | -$105K | 0.06% | 200 |
|
|
2024
Q2 | $1.52M | Buy |
27,335
+13,084
| +92% | +$726K | 0.07% | 184 |
|
|
2024
Q1 | $773K | Buy |
14,251
+1,515
| +12% | +$82.2K | 0.04% | 224 |
|
|
2023
Q4 | $636K | Buy |
12,736
+5,285
| +71% | +$264K | 0.04% | 229 |
|
|
2023
Q3 | $350K | Buy |
+7,451
| New | +$350K | 0.02% | 282 |
|
|
2023
Q2 | – | Sell |
-5,080
| Closed | -$229K | – | 383 |
|
|
2023
Q1 | $229K | Buy |
+5,080
| New | +$229K | 0.03% | 267 |
|