Eagle Bluffs Wealth Management’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 | $5.85M | Buy |
107,473
+3,172
| +3% | +$173K | 2.78% | 7 |
|
2025
Q1 | $5.4M | Sell |
104,301
-4,534
| -4% | -$235K | 2.85% | 7 |
|
2024
Q4 | $6.19M | Sell |
108,835
-4,234
| -4% | -$241K | 3.32% | 8 |
|
2024
Q3 | $6.21M | Buy |
113,069
+7,568
| +7% | +$416K | 3.34% | 8 |
|
2024
Q2 | $5.86M | Buy |
105,501
+5,643
| +6% | +$313K | 3.41% | 8 |
|
2024
Q1 | $5.42M | Buy |
99,858
+5,934
| +6% | +$322K | 3.36% | 7 |
|
2023
Q4 | $4.73M | Buy |
93,924
+17,423
| +23% | +$877K | 3.22% | 6 |
|
2023
Q3 | $3.59M | Sell |
76,501
-6,545
| -8% | -$307K | 2.76% | 7 |
|
2023
Q2 | $4.02M | Buy |
83,046
+1,687
| +2% | +$81.6K | 3.1% | 8 |
|
2023
Q1 | $3.67M | Buy |
81,359
+14,842
| +22% | +$669K | 3.01% | 7 |
|
2022
Q4 | $2.71M | Buy |
+66,517
| New | +$2.71M | 2.85% | 8 |
|