EverSource 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 | $282K | Sell |
5,181
-6,565
| -56% | -$357K | 0.01% | 697 |
|
|
2025
Q1 | $608K | Buy |
11,746
+7,613
| +184% | +$394K | 0.03% | 344 |
|
|
2024
Q4 | $233K | Buy |
4,133
+4,000
| +3,008% | +$226K | 0.01% | 601 |
|
|
2024
Q3 | $7.31K | Buy |
133
+83
| +166% | +$4.56K | ﹤0.01% | 2043 |
|
|
2024
Q2 | $2.69K | Sell |
50
-139
| -74% | -$7.47K | ﹤0.01% | 2457 |
|
|
2024
Q1 | $9.84K | Buy |
+189
| New | +$9.84K | ﹤0.01% | 1694 |
|