DHJJ Financial Advisors’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 | $88.7K | Sell |
1,630
-50
| -3% | -$2.72K | 0.03% | 268 |
|
|
2025
Q1 | $87K | Sell |
1,680
-235
| -12% | -$12.2K | 0.04% | 240 |
|
|
2024
Q4 | $108K | Sell |
1,915
-380
| -17% | -$21.4K | 0.04% | 214 |
|
|
2024
Q3 | $126K | Sell |
2,295
-101
| -4% | -$5.55K | 0.05% | 193 |
|
|
2024
Q2 | $133K | Hold |
2,396
| – | – | 0.06% | 178 |
|
|
2024
Q1 | $130K | Sell |
2,396
-90
| -4% | -$4.88K | 0.06% | 177 |
|
|
2023
Q4 | $124K | Sell |
2,486
-45
| -2% | -$2.25K | 0.06% | 174 |
|
|
2023
Q3 | $119K | Buy |
+2,531
| New | +$119K | 0.06% | 170 |
|