Garden State Investment Advisory Services’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 | $5.69M | Buy |
104,442
+1,361
| +1% | +$74.1K | 1.43% | 14 |
|
|
2025
Q1 | $5.34M | Buy |
103,081
+16,611
| +19% | +$861K | 1.71% | 13 |
|
|
2024
Q4 | $4.89M | Buy |
86,470
+10,827
| +14% | +$612K | 1.46% | 16 |
|
|
2024
Q3 | $4.16M | Buy |
75,643
+5,728
| +8% | +$315K | 1.33% | 21 |
|
|
2024
Q2 | $3.88M | Buy |
69,915
+12,362
| +21% | +$687K | 1.34% | 19 |
|
|
2024
Q1 | $3.11M | Buy |
57,553
+9,431
| +20% | +$509K | 1.14% | 21 |
|
|
2023
Q4 | $2.4M | Buy |
48,122
+280
| +0.6% | +$14K | 0.96% | 25 |
|
|
2023
Q3 | $2.25M | Buy |
47,842
+14,428
| +43% | +$677K | 1.03% | 23 |
|
|
2023
Q2 | $1.62M | Buy |
33,414
+7,528
| +29% | +$364K | 0.64% | 30 |
|
|
2023
Q1 | $1.17M | Buy |
+25,886
| New | +$1.17M | 0.5% | 38 |
|