FSC 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 | $265K | Sell |
4,870
-95
| -2% | -$5.17K | 0.17% | 60 |
|
|
2025
Q1 | $257K | Sell |
4,965
-414
| -8% | -$21.4K | 0.17% | 58 |
|
|
2024
Q4 | $303K | Buy |
5,379
+310
| +6% | +$17.5K | 0.2% | 60 |
|
|
2024
Q3 | $278K | Buy |
5,069
+259
| +5% | +$14.2K | 0.2% | 59 |
|
|
2024
Q2 | $267K | Buy |
4,810
+134
| +3% | +$7.44K | 0.2% | 52 |
|
|
2024
Q1 | $254K | Buy |
4,676
+1,784
| +62% | +$96.8K | 0.18% | 50 |
|
|
2023
Q4 | $144K | Buy |
2,892
+1,033
| +56% | +$51.6K | 0.11% | 59 |
|
|
2023
Q3 | $87.2K | Buy |
1,859
+118
| +7% | +$5.54K | 0.09% | 49 |
|
|
2023
Q2 | $84.2K | Buy |
1,741
+452
| +35% | +$21.9K | 0.08% | 51 |
|
|
2023
Q1 | $58.1K | Buy |
+1,289
| New | +$58.1K | 0.09% | 52 |
|