Global Retirement Partners’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 | $2.07M | Buy |
+38,025
| New | +$2.07M | 0.05% | 329 |
|
|
2024
Q4 | $2.69M | Buy |
47,687
+5,526
| +13% | +$312K | 0.08% | 247 |
|
|
2024
Q3 | $2.32M | Buy |
42,161
+14,605
| +53% | +$802K | 0.07% | 266 |
|
|
2024
Q2 | $1.53M | Buy |
27,556
+8,474
| +44% | +$470K | 0.05% | 327 |
|
|
2024
Q1 | $1.03M | Buy |
19,082
+1,258
| +7% | +$68.2K | 0.04% | 356 |
|
|
2023
Q4 | $902K | Buy |
17,824
+7,596
| +74% | +$384K | 0.04% | 359 |
|
|
2023
Q3 | $477K | Buy |
10,228
+9,979
| +4,008% | +$465K | 0.02% | 448 |
|
|
2023
Q2 | $12.1K | Buy |
249
+213
| +592% | +$10.3K | ﹤0.01% | 1895 |
|
|
2023
Q1 | $1.64K | Buy |
36
+11
| +44% | +$501 | ﹤0.01% | 2568 |
|
|
2022
Q4 | $1.02K | Buy |
+25
| New | +$1.02K | ﹤0.01% | 2589 |
|