Foundations Investment 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 | $1.43M | Buy |
26,372
+6,256
| +31% | +$340K | 0.02% | 354 |
|
|
2025
Q1 | $1.04M | Buy |
20,116
+5,958
| +42% | +$309K | 0.02% | 395 |
|
|
2024
Q4 | $798K | Buy |
14,158
+2,549
| +22% | +$144K | 0.02% | 444 |
|
|
2024
Q3 | $638K | Buy |
11,609
+2,463
| +27% | +$135K | 0.01% | 460 |
|
|
2024
Q2 | $508K | Buy |
9,146
+5,044
| +123% | +$280K | 0.01% | 494 |
|
|
2024
Q1 | $223K | Buy |
+4,102
| New | +$223K | 0.01% | 652 |
|