Empire Financial Management Company’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 | $1.68M | Hold |
30,885
| – | – | 0.48% | 66 |
|
|
2025
Q1 | $1.6M | Buy |
30,885
+1,177
| +4% | +$60.9K | 0.49% | 68 |
|
|
2024
Q4 | $1.67M | Sell |
29,708
-440
| -1% | -$24.8K | 0.52% | 63 |
|
|
2024
Q3 | $1.66M | Buy |
30,148
+750
| +3% | +$41.2K | 0.51% | 63 |
|
|
2024
Q2 | $1.63M | Buy |
29,398
+4,050
| +16% | +$225K | 0.54% | 61 |
|
|
2024
Q1 | $1.37M | Buy |
25,348
+15,000
| +145% | +$814K | 0.45% | 68 |
|
|
2023
Q4 | $517K | Hold |
10,348
| – | – | 0.2% | 126 |
|
|
2023
Q3 | $486K | Buy |
10,348
+2,192
| +27% | +$103K | 0.21% | 121 |
|
|
2023
Q2 | $395K | Buy |
+8,156
| New | +$395K | 0.16% | 136 |
|