GWP
Gateway Wealth Partners’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 | $413K | Buy |
7,599
+235
| +3% | +$12.8K | 0.08% | 230 |
|
2025
Q1 | $381K | Buy |
7,364
+1,977
| +37% | +$102K | 0.09% | 219 |
|
2024
Q4 | $304K | Buy |
5,387
+20
| +0.4% | +$1.13K | 0.08% | 229 |
|
2024
Q3 | $295K | Buy |
5,367
+1,150
| +27% | +$63.2K | 0.08% | 215 |
|
2024
Q2 | $234K | Hold |
4,217
| – | – | 0.07% | 238 |
|
2024
Q1 | $229K | Buy |
+4,217
| New | +$229K | 0.08% | 209 |
|