FIC
Family Investment Center’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 | $306K | Buy |
5,631
+1,438
| +34% | +$78.2K | 0.07% | 66 |
|
|
2025
Q1 | $217K | Sell |
4,193
-901
| -18% | -$46.7K | 0.05% | 72 |
|
|
2024
Q4 | $287K | Sell |
5,094
-60
| -1% | -$3.38K | 0.07% | 72 |
|
|
2024
Q3 | $283K | Sell |
5,154
-39
| -0.8% | -$2.14K | 0.07% | 67 |
|
|
2024
Q2 | $288K | Buy |
5,193
+759
| +17% | +$42.1K | 0.09% | 67 |
|
|
2024
Q1 | $241K | Sell |
4,434
-3,241
| -42% | -$176K | 0.08% | 75 |
|
|
2023
Q4 | $383K | Buy |
7,675
+2,561
| +50% | +$128K | 0.19% | 40 |
|
|
2023
Q3 | $240K | Buy |
+5,114
| New | +$240K | 0.15% | 47 |
|