Farther Finance 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 | $6.11M | Buy |
112,368
+6,214
| +6% | +$338K | 0.12% | 158 |
|
2025
Q1 | $5.48M | Buy |
106,154
+95,040
| +855% | +$4.91M | 0.14% | 139 |
|
2024
Q4 | $627K | Sell |
11,114
-17,204
| -61% | -$970K | 0.02% | 516 |
|
2024
Q3 | $1.56M | Buy |
28,318
+21,789
| +334% | +$1.2M | 0.06% | 238 |
|
2024
Q2 | $360K | Buy |
6,529
+4,778
| +273% | +$264K | 0.02% | 599 |
|
2024
Q1 | $94.4K | Sell |
1,751
-307
| -15% | -$16.6K | 0.01% | 961 |
|
2023
Q4 | $103K | Buy |
2,058
+393
| +24% | +$19.6K | 0.01% | 794 |
|
2023
Q3 | $78.1K | Hold |
1,665
| – | – | 0.01% | 640 |
|
2023
Q2 | $80.5K | Buy |
+1,665
| New | +$80.5K | 0.02% | 526 |
|