GGM 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
Q1 | $2.43M | Sell |
47,552
-6,251
| -12% | -$319K | 1.35% | 22 |
|
|
2024
Q4 | $3.06M | Buy |
53,803
+1,079
| +2% | +$61.3K | 1.6% | 19 |
|
|
2024
Q3 | $2.9M | Buy |
52,724
+9,011
| +21% | +$495K | 1.25% | 22 |
|
|
2024
Q2 | $2.43M | Buy |
43,713
+12,161
| +39% | +$675K | 1.11% | 25 |
|
|
2024
Q1 | $1.7M | Buy |
31,552
+20,597
| +188% | +$1.11M | 0.79% | 33 |
|
|
2023
Q4 | $567K | Buy |
+10,955
| New | +$567K | 0.23% | 76 |
|