GFG
Goldstone Financial Group’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 | $2.51M | Buy |
46,330
+1,460
| +3% | +$79.1K | 0.33% | 57 |
|
|
2025
Q1 | $2.32M | Sell |
44,870
-4,930
| -10% | -$255K | 0.35% | 60 |
|
|
2024
Q4 | $2.81M | Buy |
49,800
+15,292
| +44% | +$862K | 0.44% | 53 |
|
|
2024
Q3 | $1.9M | Buy |
34,508
+1,155
| +3% | +$63.4K | 0.33% | 57 |
|
|
2024
Q2 | $1.85M | Buy |
+33,353
| New | +$1.85M | 0.37% | 54 |
|