Greenwich Wealth Management’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 | $819K | Sell |
15,048
-981
| -6% | -$53.4K | 0.04% | 141 |
|
2025
Q1 | $830K | Sell |
16,029
-12,211
| -43% | -$632K | 0.06% | 130 |
|
2024
Q4 | $1.59M | Buy |
28,240
+4,791
| +20% | +$270K | 0.11% | 95 |
|
2024
Q3 | $1.29M | Buy |
23,449
+232
| +1% | +$12.7K | 0.09% | 103 |
|
2024
Q2 | $1.29M | Buy |
23,217
+15
| +0.1% | +$833 | 0.09% | 101 |
|
2024
Q1 | $1.26M | Buy |
23,202
+3,468
| +18% | +$188K | 0.1% | 98 |
|
2023
Q4 | $985K | Buy |
+19,734
| New | +$985K | 0.1% | 106 |
|