EWS
Evergreen Wealth Solutions’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
221,366
-4,061
| -2% | -$221K | 7.25% | 2 |
|
|
2025
Q1 | $11.7M | Sell |
225,427
-25,685
| -10% | -$1.33M | 7.87% | 2 |
|
|
2024
Q4 | $14.2M | Buy |
251,112
+3,536
| +1% | +$199K | 9.87% | 2 |
|
|
2024
Q3 | $13.6M | Buy |
247,576
+6,362
| +3% | +$349K | 9.23% | 2 |
|
|
2024
Q2 | $13.4M | Buy |
241,214
+7,437
| +3% | +$413K | 9.5% | 2 |
|
|
2024
Q1 | $12.7M | Buy |
233,777
+10,524
| +5% | +$571K | 9.39% | 2 |
|
|
2023
Q4 | $11.1M | Buy |
223,253
+12,751
| +6% | +$637K | 9.53% | 2 |
|
|
2023
Q3 | $9.88M | Buy |
210,502
+5,489
| +3% | +$258K | 9.97% | 1 |
|
|
2023
Q2 | $9.92M | Buy |
+205,013
| New | +$9.92M | 10% | 1 |
|