GWSA
Global Wealth Strategies & Associates’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 | $732K | Sell |
13,447
-1,169
| -8% | -$63.6K | 0.21% | 28 |
|
2025
Q1 | $757K | Buy |
14,616
+604
| +4% | +$31.3K | 0.23% | 25 |
|
2024
Q4 | $790K | Buy |
14,012
+13,262
| +1,768% | +$748K | 0.25% | 27 |
|
2024
Q3 | $41.2K | Hold |
750
| – | – | 0.01% | 108 |
|
2024
Q2 | $41.6K | Hold |
750
| – | – | 0.01% | 97 |
|
2024
Q1 | $40.7K | Buy |
750
+200
| +36% | +$10.8K | 0.02% | 98 |
|
2023
Q4 | $27.5K | Buy |
+550
| New | +$27.5K | 0.01% | 106 |
|