EP Wealth 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 | $1.94M | Buy |
35,665
+1,493
| +4% | +$81.2K | 0.01% | 421 |
|
|
2025
Q1 | $1.77M | Buy |
34,172
+7,411
| +28% | +$384K | 0.01% | 388 |
|
|
2024
Q4 | $1.51M | Buy |
26,761
+4,373
| +20% | +$247K | 0.01% | 411 |
|
|
2024
Q3 | $1.23M | Buy |
22,388
+12,380
| +124% | +$680K | 0.01% | 450 |
|
|
2024
Q2 | $555K | Buy |
10,008
+3,700
| +59% | +$205K | 0.01% | 511 |
|
|
2024
Q1 | $342K | Buy |
+6,308
| New | +$342K | ﹤0.01% | 594 |
|