FFWA
FRG Family Wealth Advisors’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 | $6.81M | Buy |
125,177
+7,933
| +7% | +$432K | 1.18% | 21 |
|
|
2025
Q1 | $6.07M | Buy |
117,244
+20,772
| +22% | +$1.08M | 1.17% | 22 |
|
|
2024
Q4 | $5.44M | Buy |
96,472
+10,139
| +12% | +$572K | 0.99% | 25 |
|
|
2024
Q3 | $4.74M | Buy |
86,333
+8,436
| +11% | +$463K | 0.85% | 32 |
|
|
2024
Q2 | $3.91M | Buy |
77,897
+44,798
| +135% | +$2.25M | 0.76% | 32 |
|
|
2024
Q1 | $1.72M | Buy |
33,099
+8,896
| +37% | +$463K | 0.34% | 50 |
|
|
2023
Q4 | $1.21M | Buy |
24,203
+4,700
| +24% | +$235K | 0.25% | 63 |
|
|
2023
Q3 | $915K | Buy |
19,503
+13,443
| +222% | +$631K | 0.21% | 78 |
|
|
2023
Q2 | $293K | Buy |
+6,060
| New | +$293K | 0.06% | 119 |
|